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

Moloney Securities Asset Management’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 Q2	–	Sell	-3,489	Closed	-$266K	–	451
2023 Q1	$266K	Buy	3,489 +598	+21%	+$47.5K	0.05%	335
2022 Q4	$215K	Buy	+2,891	New	+$217K	0.05%	356
2019 Q2	–	Sell	-22,738	Closed	-$1.37M	–	335
2019 Q1	$1.37M	Buy	+22,738	New	+$1.37M	0.47%	52

Other funds holding SLYV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FCI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $761M AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

FPIS

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

MPWT

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

Moloney Securities Asset Management's SLYV Position: Q2 2023 in Review

Moloney Securities Asset Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2023, closing a stake of 3,489 shares — an estimated $266K sold.

Moloney Securities Asset Management first reported a position in SLYV in Q1 2019 and held it in 3 quarters. The position peaked at $1.37M in Q1 2019. 498 funds tracked by Wall St. Rank hold SLYV as of Q2 2023.

Moloney Securities Asset Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2023 after selling out during the quarter.
Moloney Securities Asset Management sold 3,489 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2023, an estimated $266K.
Moloney Securities Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2019 and held it in 3 quarters.
Moloney Securities Asset Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.37M in Q1 2019.
498 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2023.

Based on Moloney Securities Asset Management's 13F filing for Q2 2023, filed 31 Jul 2023.