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

Transamerica Financial 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 Q3	–	Sell	-120	Closed	-$10K	–	656
2023 Q2	$10K	Hold	120	–	–	﹤0.01%	312
2023 Q1	$10K	Buy	+120	New	+$9.53K	﹤0.01%	320
2013 Q3	–	Sell	-56	Closed	-$3K	–	630
2013 Q2	$3K	Buy	+56	New	+$2.46K	﹤0.01%	509

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

Transamerica Financial Advisors's SLYV Position: Q3 2023 in Review

Transamerica Financial Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2023, closing a stake of 120 shares — an estimated $10K sold.

Transamerica Financial Advisors first reported a position in SLYV in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q2 2023. 479 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

Transamerica Financial Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2023 after selling out during the quarter.
Transamerica Financial Advisors sold 120 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2023, an estimated $10K.
Transamerica Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2013 and held it in 3 quarters.
Transamerica Financial Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $10K in Q2 2023.
479 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2023.

Based on Transamerica Financial Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.