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

Ten Capital 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
2022 Q3	–	Sell	-170	Closed	-$12K	–	620
2022 Q2	$12K	Hold	170	–	–	0.01%	248
2022 Q1	$14K	Hold	170	–	–	0.01%	254
2021 Q4	$14K	Sell	170 -723	-81%	-$61.8K	0.01%	268
2021 Q3	$73K	Sell	893 -2,368	-73%	-$194K	0.03%	109
2021 Q2	$280K	Buy	3,261 +209	+7%	+$17.8K	0.06%	119
2021 Q1	$250K	Sell	3,052 -1,530	-33%	-$118K	0.06%	118
2020 Q4	$303K	Sell	4,582 -331	-7%	-$19.7K	0.08%	112
2020 Q3	$246K	Buy	+4,913	New	+$252K	0.08%	102

Other funds holding SLYV

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ten Capital Wealth Advisors's SLYV Position: Q3 2022 in Review

Ten Capital Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2022, closing a stake of 170 shares — an estimated $12K sold.

Ten Capital Wealth Advisors first reported a position in SLYV in Q3 2020 and held it in 8 quarters. The position peaked at $303K in Q4 2020. 453 funds tracked by Wall St. Rank hold SLYV as of Q3 2022.

Ten Capital Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Ten Capital Wealth Advisors sold 170 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2022, an estimated $12K.
Ten Capital Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2020 and held it in 8 quarters.
Ten Capital Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $303K in Q4 2020.
453 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.