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 $377B AUM 19.32% 1-Year Est. Return

Bank of America

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

Financial Engines Advisors

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

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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