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

V 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 Q3	–	Sell	-3,711	Closed	-$286K	–	318
2023 Q2	$286K	Sell	3,711 -212	-5%	-$15.8K	0.05%	295
2023 Q1	$299K	Buy	3,923 +999	+34%	+$79.4K	0.06%	290
2022 Q4	$217K	Buy	+2,924	New	+$219K	0.04%	329
2022 Q2	–	Sell	-27,618	Closed	-$2.3M	–	460
2022 Q1	$2.3M	Sell	27,618 -12,035	-30%	-$996K	0.37%	54
2021 Q4	$3.36M	Sell	39,653 -10	-0%	-$854	0.49%	38
2021 Q3	$3.25M	Buy	+39,663	New	+$3.26M	0.5%	34

Other funds holding SLYV

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

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 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

V Wealth Advisors's SLYV Position: Q3 2023 in Review

V Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2023, closing a stake of 3,711 shares — an estimated $286K sold.

V Wealth Advisors first reported a position in SLYV in Q3 2021 and held it in 6 quarters. The position peaked at $3.36M in Q4 2021. 481 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

V Wealth 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.
V Wealth Advisors sold 3,711 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2023, an estimated $286K.
V Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2021 and held it in 6 quarters.
V Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.36M in Q4 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 V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.