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May 29, 2023
Betterment LLC reduced its holdings in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 25.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 104,662 shares of the company’s stock after selling 35,371 shares during the quarter. Betterment LLC […]
May 27, 2023
In this week's edition of the ETF Issuer League, Avantis, Dimensional, Global X, and boutique managers Summit earn the plaudits.
May 27, 2023
Good Life Advisors LLC boosted its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 20.7% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 11,480 shares of the company’s stock after acquiring an additional 1,968 shares during the period. Good Life […]
May 26, 2023
Rehmann Capital Advisory Group bought a new stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Get Rating) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 3,235 shares of the company’s stock, valued at approximately $209,000. A number of other hedge funds […]
May 26, 2023
Morningstar Investment Services LLC decreased its holdings in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Get Rating) by 0.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 605,644 shares of the company’s stock after selling 5,547 shares during […]
May 26, 2023
Wealth Dimensions Group Ltd. acquired a new position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Get Rating) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm acquired 68,214 shares of the company’s stock, valued at approximately $1,690,000. Dimensional US Small Cap Value ETF accounts for 0.7% […]
May 26, 2023
Creative Planning decreased its position in Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 0.5% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 20,241,647 shares of the company’s stock after selling 105,820 shares during the quarter. Schwab International Equity […]
May 26, 2023
NBT Bank N A NY increased its position in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Get Rating) by 6.0% in the fourth quarter, HoldingsChannel reports. The firm owned 101,399 shares of the company’s stock after acquiring an additional 5,700 shares during the quarter. NBT Bank N A NY’s holdings in Schwab International Equity […]
May 25, 2023
What’s inside is a bigger driver of returns than expense ratios, as we will see with small-cap value ETFs.
May 25, 2023
Ipsen Advisor Group LLC acquired a new position in shares of Nuveen ESG Mid-Cap Value ETF (BATS:NUMV – Get Rating) during the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 10,998 shares of the company’s stock, valued at approximately $327,000. Other institutional investors have also recently bought and sold shares of the company. US Bancorp […]