Ritter Daniher Financial Advisory’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Ritter Daniher Financial Advisory’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	-1	Closed	-$78	–	372
2023 Q2	$78	Buy	+1	New	+$74	﹤0.01%	327
2022 Q4	–	Sell	-50	Closed	-$3K	–	306
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	213
2022 Q2	$4K	Hold	50	–	–	﹤0.01%	202
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	205
2021 Q4	$4K	Hold	50	–	–	﹤0.01%	201
2021 Q3	$4K	Hold	50	–	–	﹤0.01%	186
2021 Q2	$4K	Hold	50	–	–	﹤0.01%	180
2021 Q1	$4K	Hold	50	–	–	﹤0.01%	169
2020 Q4	$3K	Buy	+50	New	+$2.97K	﹤0.01%	170

Other funds holding SLYV

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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 New York $82.7B AUM 28.53% 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

Ritter Daniher Financial Advisory's SLYV Position: Q3 2023 in Review

Ritter Daniher Financial Advisory sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2023, closing a stake of 1 share — an estimated $78 sold.

Ritter Daniher Financial Advisory first reported a position in SLYV in Q4 2020 and held it in 9 quarters. The position peaked at $4K in Q2 2022. 479 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

Ritter Daniher Financial Advisory reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 1 State Street SPDR S&P 600 Small Cap Value ETF share in Q3 2023, an estimated $78.
Ritter Daniher Financial Advisory first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and held it in 9 quarters.
Ritter Daniher Financial Advisory's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $4K in Q2 2022.
479 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q3 2023, filed 9 Nov 2023.