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TD Ameritrade Investment Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

TD Ameritrade Investment 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
Q3 		– Sell
-120,734
Closed -$9.32M – 405
2023
Q2 		$9.32M Sell
120,734
-2,427
-2% -$181K 0.1% 70
2023
Q1 		$9.38M Sell
123,161
-3,072
-2% -$244K 0.1% 74
2022
Q4 		$9.37M Sell
126,233
-5,347
-4% -$401K 0.09% 74
2022
Q3 		$8.83M Sell
131,580
-16,372
-11% -$1.23M 0.09% 76
2022
Q2 		$10.7M Sell
147,952
-917
-0.6% -$71.6K 0.1% 75
2022
Q1 		$12.4M Buy
148,869
+1,078
+0.7% +$89.3K 0.09% 73
2021
Q4 		$12.5M Sell
147,791
-65,898
-31% -$5.63M 0.09% 71
2021
Q3 		$10.7M Buy
213,689
+54,259
+34% +$4.45M 0.09% 70
2021
Q2 		$13.7M Sell
159,430
-36,976
-19% -$3.15M 0.1% 70
2021
Q1 		$13M Hold
196,406
– – 0.1% 69
2020
Q4 		$13M Sell
196,406
-17,283
-8% -$1.03M 0.1% 69
2020
Q3 		$10.7M Buy
213,689
+2,199
+1% +$113K 0.09% 70
2020
Q2 		$10.4M Buy
211,490
+22,661
+12% +$1.04M 0.09% 74
2020
Q1 		$7.71M Buy
188,829
+103,934
+122% +$5.88M 0.07% 76
2019
Q4 		$5.58M Sell
84,895
-14
-0% -$886 0.04% 81
2019
Q3 		$5.2M Buy
84,909
+17,934
+27% +$1.08M 0.04% 80
2019
Q2 		$4.06M Buy
66,975
+12,521
+23% +$759K 0.03% 81
2019
Q1 		$3.28M Buy
54,454
+2,742
+5% +$165K 0.03% 84
2018
Q4 		$2.78M Buy
51,712
+48,445
+1,483% +$2.94M 0.03% 82
2018
Q3 		$223K Buy
3,267
+59
+2% +$4.08K ﹤0.01% 135
2018
Q2 		$214K Sell
3,208
-2,726
-46% -$178K ﹤0.01% 97
2018
Q1 		$366K Buy
5,934
+5,798
+4,263% +$365K ﹤0.01% 79
2017
Q4 		$9K Sell
136
-92
-40% -$5.87K ﹤0.01% 95
2017
Q3 		$14K Buy
228
+2
+0.9% +$119 ﹤0.01% 83
2017
Q2 		$13K Sell
226
-352
-61% -$20.7K ﹤0.01% 81
2017
Q1 		$34K Buy
578
+56
+11% +$3.32K ﹤0.01% 79
2016
Q4 		$31K Buy
522
+72
+16% +$4.04K ﹤0.01% 75
2016
Q3 		$24K Sell
450
-32
-7% -$1.69K ﹤0.01% 74
2016
Q2 		$24K Buy
482
+342
+244% +$16.9K ﹤0.01% 72
2016
Q1 		$7K Sell
140
-82
-37% -$3.66K ﹤0.01% 76
2015
Q4 		$10K Sell
222
-38
-15% -$1.89K ﹤0.01% 73
2015
Q3 		$12K Hold
260
– – ﹤0.01% 71
2015
Q2 		$14K Buy
260
+18
+7% +$964 ﹤0.01% 73
2015
Q1 		$13K Hold
242
– – ﹤0.01% 73
2014
Q4 		$13K Hold
242
– – ﹤0.01% 73
2014
Q3 		$12K Hold
242
– – ﹤0.01% 74
2014
Q2 		$13K Sell
242
-48
-17% -$2.56K ﹤0.01% 74
2014
Q1 		$16K Sell
290
-6
-2% -$316 ﹤0.01% 98
2013
Q4 		$16K Hold
296
– – ﹤0.01% 95
2013
Q3 		$15K Hold
296
– – ﹤0.01% 102
2013
Q2 		$13K Buy
+296
New +$13K ﹤0.01% 98

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
GIM
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

TD Ameritrade Investment Management's SLYV Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2023, closing a stake of 120,734 shares — an estimated $9.32M sold.

TD Ameritrade Investment Management first reported a position in SLYV in Q2 2013 and held it in 41 quarters. The position peaked at $13.7M in Q2 2021. 481 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 120,734 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2023, an estimated $9.32M.
  • TD Ameritrade Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2013 and held it in 41 quarters.
  • TD Ameritrade Investment Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $13.7M in Q2 2021.
  • 481 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.