JP Morgan Private Wealth Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

JP Morgan Private 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
2023 Q3	$267K	Sell	3,696 -30	-0.8%	-$2.32K	﹤0.01%	1526
2023 Q2	$288K	Sell	3,726 -587	-14%	-$43.7K	﹤0.01%	1255
2023 Q1	$329K	Buy	4,313 +555	+15%	+$44.1K	﹤0.01%	1648
2022 Q4	$279K	Sell	3,758 -2,014	-35%	-$151K	﹤0.01%	1679
2022 Q3	$388K	Sell	5,772 -105	-2%	-$7.9K	﹤0.01%	1557
2022 Q2	$426K	Sell	5,877 -114	-2%	-$8.9K	﹤0.01%	1518
2022 Q1	$499K	Buy	5,991 +264	+5%	+$21.9K	﹤0.01%	1535
2021 Q4	$485K	Buy	5,727 +2,294	+67%	+$196K	﹤0.01%	1571
2021 Q3	$281K	Buy	+3,433	New	+$282K	﹤0.01%	1720
2019 Q3	–	Sell	-18,153	Closed	-$1.1M	–	1475
2019 Q2	$1.1M	Buy	18,153 +1,579	+10%	+$95.7K	0.01%	720
2019 Q1	$999K	Buy	16,574 +8,686	+110%	+$524K	0.01%	795
2018 Q4	$425K	Sell	7,888 -12,440	-61%	-$755K	﹤0.01%	1031
2018 Q3	$1.39M	Buy	20,328 +75	+0.4%	+$5.18K	0.01%	721
2018 Q2	$1.35M	Buy	20,253 +14,375	+245%	+$940K	0.01%	688
2018 Q1	$363K	Sell	5,878 -21,262	-78%	-$1.34M	﹤0.01%	976
2017 Q4	$1.71M	Hold	27,140	–	–	0.01%	523
2017 Q3	$1.72M	Hold	27,140	–	–	0.01%	500
2017 Q2	$1.62M	Buy	27,140 +374	+1%	+$22K	0.01%	504
2017 Q1	$1.58M	Buy	26,766 +17,072	+176%	+$1.01M	0.01%	521
2016 Q4	$577K	Buy	9,694 +214	+2%	+$12K	0.01%	752
2016 Q3	$508K	Buy	+9,480	New	+$499K	﹤0.01%	781

Other funds holding SLYV

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

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

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

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

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

CFS

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

GIM

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

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

JP Morgan Private Wealth Advisors's SLYV Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.81% in Q3 2023, selling an estimated $2.32K and leaving 3,696 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

JP Morgan Private Wealth Advisors first reported a position in SLYV in Q3 2016 and has held it in 21 quarters since. The position peaked at $1.72M in Q3 2017. 481 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

JP Morgan Private Wealth Advisors held 3,696 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $267K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 30 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2023, an estimated $2.32K.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1526 holding.
JP Morgan Private Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2016 and has held it in 21 quarters since.
JP Morgan Private Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.72M in Q3 2017.
481 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.