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

Lindbrook Capital’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
-275
Closed -$21.2K – 2810
2023
Q2 		$21.2K Hold
275
– – ﹤0.01% 1060
2023
Q1 		$20.9K Buy
+275
New +$21.8K ﹤0.01% 1049
2020
Q4 		– Sell
-111
Closed -$6K – 1864
2020
Q3 		$6K Buy
+111
New +$5.7K ﹤0.01% 1052

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Cerity Partners New York $82.7B AUM 28.53% 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

Lindbrook Capital's SLYV Position: Q3 2023 in Review

Lindbrook Capital sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2023, closing a stake of 275 shares — an estimated $21.2K sold.

Lindbrook Capital first reported a position in SLYV in Q3 2020 and held it in 3 quarters. The position peaked at $21.2K in Q2 2023. 479 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

  • Lindbrook Capital reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Lindbrook Capital sold 275 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2023, an estimated $21.2K.
  • Lindbrook Capital first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2020 and held it in 3 quarters.
  • Lindbrook Capital's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $21.2K in Q2 2023.
  • 479 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2023.

Based on Lindbrook Capital's 13F filing for Q3 2023, filed 25 Oct 2023.