Cetera Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Cetera Advisors’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$727K	Buy	8,764 +4,163	+90%	+$334K	0.01%	1342
2023 Q4	$383K	Buy	4,601 +1,019	+28%	+$75.4K	0.01%	1279
2023 Q3	$259K	Sell	3,582 -1,131	-24%	-$87.4K	﹤0.01%	1398
2023 Q2	$364K	Buy	4,713 +39	+0.8%	+$2.9K	0.01%	1201
2023 Q1	$356K	Sell	4,674 -558	-11%	-$44.3K	0.01%	1198
2022 Q4	$388K	Buy	5,232 +1,379	+36%	+$103K	0.01%	1101
2022 Q3	$259K	Buy	3,853 +253	+7%	+$19K	0.01%	1037
2022 Q2	$261K	Sell	3,600 -42	-1%	-$3.28K	0.01%	1100
2022 Q1	$303K	Sell	3,642 -904	-20%	-$74.8K	0.01%	1099
2021 Q4	$385K	Sell	4,546 -92	-2%	-$7.86K	0.01%	998
2021 Q3	$380K	Buy	4,638 +68	+1%	+$5.58K	0.01%	991
2021 Q2	$392K	Buy	+4,570	New	+$389K	0.01%	927
2020 Q3	–	Sell	-4,736	Closed	-$233K	–	991
2020 Q2	$233K	Buy	+4,736	New	+$217K	0.01%	789
2020 Q1	–	Sell	-5,523	Closed	-$365K	–	942
2019 Q4	$365K	Buy	5,523 +1,090	+25%	+$69K	0.02%	646
2019 Q3	$277K	Sell	4,433 -95	-2%	-$5.7K	0.01%	713
2019 Q2	$275K	Sell	4,528 -448	-9%	-$27.2K	0.01%	729
2019 Q1	$299K	Sell	4,976 -136	-3%	-$8.2K	0.01%	642
2018 Q4	$277K	Buy	5,112 +41	+0.8%	+$2.49K	0.02%	651
2018 Q3	$344K	Sell	5,071 -1,295	-20%	-$89.5K	0.02%	684
2018 Q2	$429K	Sell	6,366 -12,628	-66%	-$826K	0.02%	551
2018 Q1	$1.17M	Buy	+18,994	New	+$1.2M	0.07%	280

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Cetera Advisors's SLYV Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 90% in Q1 2024, buying an estimated $334K and bringing the position to 8,764 shares worth $727K. The position accounts for 0.01% of the portfolio, ranked #1342.

Cetera Advisors first reported a position in SLYV in Q1 2018 and has held it in 21 quarters since. The position peaked at $1.17M in Q1 2018. 533 funds tracked by Wall St. Rank hold SLYV as of Q1 2024.

Cetera Advisors held 8,764 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $727K as of Q1 2024.
Cetera Advisors bought 4,163 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2024, an estimated $334K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1342 holding.
Cetera Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and has held it in 21 quarters since.
Cetera Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.17M in Q1 2018.
533 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.