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Freedom Wealth Alliance’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Freedom Wealth Alliance’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
Q3 		– Sell
-2,659
Closed -$211K – 66
2023
Q2 		$211K Sell
2,659
-150
-5% -$11.2K 0.29% 53
2023
Q1 		$214K Buy
2,809
+50
+2% +$3.97K 0.32% 55
2022
Q4 		$205K Buy
+2,759
New +$207K 0.29% 51

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Freedom Wealth Alliance's SLYV Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2023, closing a stake of 2,659 shares — an estimated $211K sold.

Freedom Wealth Alliance first reported a position in SLYV in Q4 2022 and held it in 3 quarters. The position peaked at $214K in Q1 2023. 481 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

  • Freedom Wealth Alliance reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 2,659 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2023, an estimated $211K.
  • Freedom Wealth Alliance first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2022 and held it in 3 quarters.
  • Freedom Wealth Alliance's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $214K in Q1 2023.
  • 481 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.