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

Vickerman Investment 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	-2,662	Closed	-$205K	–	67
2023 Q2	$205K	Sell	2,662 -206	-7%	-$15.3K	0.08%	65
2023 Q1	$218K	Sell	2,868 -40	-1%	-$3.18K	0.09%	69
2022 Q4	$216K	Buy	+2,908	New	+$218K	0.1%	69
2022 Q3	–	Sell	-3,039	Closed	-$220K	–	73
2022 Q2	$220K	Sell	3,039 -82	-3%	-$6.4K	0.1%	70
2022 Q1	$243K	Sell	3,121 -204	-6%	-$16.9K	0.11%	71
2021 Q4	$282K	Sell	3,325 -219	-6%	-$18.7K	0.11%	73
2021 Q3	$290K	Buy	+3,544	New	+$291K	0.12%	74

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

Vickerman Investment Advisors's SLYV Position: Q3 2023 in Review

Vickerman Investment Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2023, closing a stake of 2,662 shares — an estimated $205K sold.

Vickerman Investment Advisors first reported a position in SLYV in Q3 2021 and held it in 7 quarters. The position peaked at $290K in Q3 2021. 479 funds tracked by Wall St. Rank hold SLYV as of Q3 2023.

Vickerman Investment 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.
Vickerman Investment Advisors sold 2,662 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2023, an estimated $205K.
Vickerman Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2021 and held it in 7 quarters.
Vickerman Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $290K in Q3 2021.
479 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2023.

Based on Vickerman Investment Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.