VFS
SLYV icon

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

VSR Financial Services’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
2013
Q3 		– Sell
-11,200
Closed -$498K – 574
2013
Q2 		$498K Buy
+11,200
New +$493K 0.1% 253

Other funds holding SLYV

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VSR Financial Services's SLYV Position: Q3 2013 in Review

VSR Financial Services sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2013, closing a stake of 11,200 shares — an estimated $498K sold.

VSR Financial Services first reported a position in SLYV in Q2 2013 and held it in 1 quarter. The position peaked at $498K in Q2 2013. 36 funds tracked by Wall St. Rank hold SLYV as of Q3 2013.

  • VSR Financial Services reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2013 after selling out during the quarter.
  • VSR Financial Services sold 11,200 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2013, an estimated $498K.
  • VSR Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2013 and held it in 1 quarter.
  • VSR Financial Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $498K in Q2 2013.
  • 36 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2013.

Based on VSR Financial Services's 13F filing for Q3 2013, filed 30 Oct 2013.