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

TCI Wealth Advisors’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
-178
Closed -$13.6K – 1929
2023
Q1 		$13.6K Hold
178
– – ﹤0.01% 902
2022
Q4 		$13.2K Hold
178
– – ﹤0.01% 892
2022
Q3 		$12K Buy
+178
New +$13.4K ﹤0.01% 925
2019
Q4 		– Sell
-30
Closed -$2K – 1672
2019
Q3 		$2K Buy
+30
New +$1.8K ﹤0.01% 1135

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Ameriprise
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
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

TCI Wealth Advisors's SLYV Position: Q2 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2023, closing a stake of 178 shares — an estimated $13.6K sold.

TCI Wealth Advisors first reported a position in SLYV in Q3 2019 and held it in 4 quarters. The position peaked at $13.6K in Q1 2023. 498 funds tracked by Wall St. Rank hold SLYV as of Q2 2023.

  • TCI Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 178 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2023, an estimated $13.6K.
  • TCI Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2019 and held it in 4 quarters.
  • TCI Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $13.6K in Q1 2023.
  • 498 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.