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

First Capital Advisors Group’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
2023 Q2	–	Hold	0	–	–	–	969
2017 Q3	–	Sell	-6,810	Closed	-$406K	–	165
2017 Q2	$406K	Buy	6,810 +2,292	+51%	+$135K	0.28%	102
2017 Q1	$267K	Buy	+4,518	New	+$268K	0.2%	116

Other funds holding SLYV

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

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

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

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

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

GIM

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

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

FPIS

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

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

First Capital Advisors Group's SLYV Position: Q2 2023 in Review

First Capital Advisors Group held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q2 2023 at 0 shares worth $3. The position accounts for ﹤0.01% of the portfolio, ranked #969.

First Capital Advisors Group first reported a position in SLYV in Q1 2017 and has held it in 2 quarters since. The position peaked at $406K in Q2 2017. 498 funds tracked by Wall St. Rank hold SLYV as of Q2 2023.

First Capital Advisors Group held 0 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3 as of Q2 2023.
First Capital Advisors Group left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q2 2023.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #969 holding.
First Capital Advisors Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2017 and has held it in 2 quarters since.
First Capital Advisors Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $406K in Q2 2017.
498 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.