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

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

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

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

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

Cerity Partners

Cerity Partners New York $70.8B AUM 21.68% 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