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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$64K Buy
951
+16
+2% +$1.2K 0.01% 87
2022
Q2
$68K Hold
935
0.01% 92
2022
Q1
$78K Buy
+935
New +$77.4K 0.01% 89

Other funds holding SLYV

RGT Wealth Advisors's SLYV Position: Q3 2022 in Review

RGT Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.7% in Q3 2022, buying an estimated $1.2K and bringing the position to 951 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #87.

RGT Wealth Advisors first reported a position in SLYV in Q1 2022 and has held it in 3 quarters since. The position peaked at $78K in Q1 2022. 453 funds tracked by Wall St. Rank hold SLYV as of Q3 2022.

  • RGT Wealth Advisors held 951 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $64K as of Q3 2022.
  • RGT Wealth Advisors bought 16 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2022, an estimated $1.2K.
  • State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #87 holding.
  • RGT Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2022 and has held it in 3 quarters since.
  • RGT Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $78K in Q1 2022.
  • 453 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.