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

Madden Securities’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 Q1	–	Sell	-580	Closed	-$43K	–	316
2022 Q4	$43K	Sell	580 -15,260	-96%	-$1.14M	0.02%	209
2022 Q3	$1.06M	Hold	15,840	–	–	0.64%	41
2022 Q2	$1.15M	Hold	15,840	–	–	0.63%	44
2022 Q1	$1.32M	Buy	15,840 +1,070	+7%	+$88.6K	0.6%	43
2021 Q4	$1.25M	Buy	14,770 +4,130	+39%	+$353K	0.59%	52
2021 Q3	$872K	Hold	10,640	–	–	0.47%	57
2021 Q2	$912K	Buy	10,640 +535	+5%	+$45.5K	0.48%	59
2021 Q1	$829K	Buy	10,105 +220	+2%	+$17K	0.48%	58
2020 Q4	$654K	Hold	9,885	–	–	0.42%	70
2020 Q3	$495K	Buy	9,885 +1,150	+13%	+$59K	0.37%	76
2020 Q2	$429K	Buy	+8,735	New	+$400K	0.38%	68
2019 Q4	$534K	Buy	+8,125	New	+$514K	0.54%	55

Other funds holding SLYV

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $879M AUM 22.04% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FPIS

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

Madden Securities's SLYV Position: Q1 2023 in Review

Madden Securities sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2023, closing a stake of 580 shares — an estimated $43K sold.

Madden Securities first reported a position in SLYV in Q4 2019 and held it in 12 quarters. The position peaked at $1.32M in Q1 2022. 467 funds tracked by Wall St. Rank hold SLYV as of Q1 2023.

Madden Securities reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2023 after selling out during the quarter.
Madden Securities sold 580 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2023, an estimated $43K.
Madden Securities first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and held it in 12 quarters.
Madden Securities's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.32M in Q1 2022.
467 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.