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

Acorn 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
2020 Q1	–	Sell	-4,657	Closed	-$303K	–	124
2019 Q4	$303K	Buy	4,657 +23	+0.5%	+$1.46K	0.26%	85
2019 Q3	$296K	Sell	4,634 -617	-12%	-$37K	0.25%	85
2019 Q2	$311K	Sell	5,251 -3,114	-37%	-$189K	0.28%	74
2019 Q1	$522K	Sell	8,365 -844	-9%	-$50.9K	0.47%	43
2018 Q4	$528K	Buy	9,209 +3,794	+70%	+$230K	0.54%	40
2018 Q3	$338K	Buy	5,415 +3,651	+207%	+$252K	0.33%	64
2018 Q2	$119K	Hold	1,764	–	–	0.1%	157
2018 Q1	$112K	Buy	1,764 +36	+2%	+$2.27K	0.1%	162
2017 Q4	$109K	Buy	+1,728	New	+$110K	0.1%	160

Other funds holding SLYV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Acorn Wealth Advisors's SLYV Position: Q1 2020 in Review

Acorn Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2020, closing a stake of 4,657 shares — an estimated $303K sold.

Acorn Wealth Advisors first reported a position in SLYV in Q4 2017 and held it in 9 quarters. The position peaked at $528K in Q4 2018. 290 funds tracked by Wall St. Rank hold SLYV as of Q1 2020.

Acorn Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Acorn Wealth Advisors sold 4,657 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2020, an estimated $303K.
Acorn Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and held it in 9 quarters.
Acorn Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $528K in Q4 2018.
290 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2020.

Based on Acorn Wealth Advisors's 13F filing for Q1 2020, filed 13 May 2020.