CLA (CliftonLarsonAllen) Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021 Q4	–	Sell	-4,723	Closed	-$387K	–	276
2021 Q3	$387K	Buy	4,723 +6	+0.1%	+$493	0.02%	251
2021 Q2	$404K	Buy	+4,717	New	+$401K	0.02%	251
2019 Q1	–	Sell	-40,731	Closed	-$2.19M	–	140
2018 Q4	$2.19M	Buy	+40,731	New	+$2.47M	0.22%	66

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's SLYV Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2021, closing a stake of 4,723 shares — an estimated $387K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SLYV in Q4 2018 and held it in 3 quarters. The position peaked at $2.19M in Q4 2018. 437 funds tracked by Wall St. Rank hold SLYV as of Q4 2021.

CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2021 after selling out during the quarter.
CLA (CliftonLarsonAllen) Wealth Advisors sold 4,723 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2021, an estimated $387K.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 3 quarters.
CLA (CliftonLarsonAllen) Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.19M in Q4 2018.
437 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.