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Advisory Alpha’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Advisory Alpha’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
Q4 		– Sell
-6
Closed – – 561
2020
Q3 		$0 Buy
+6
New +$308 ﹤0.01% 721
2020
Q2 		– Sell
-1,450
Closed -$61K – 528
2020
Q1 		$61K Hold
1,450
– – 0.02% 187
2019
Q4 		$94.1K Sell
1,450
-101
-7% -$6.39K 0.02% 210
2019
Q3 		$91.5K Buy
+1,551
New +$93K 0.03% 180
2019
Q2 		– Sell
-2,009
Closed -$125K – 557
2019
Q1 		$125K Buy
+2,009
New +$121K 0.05% 146
2018
Q4 		– Sell
-266,499
Closed -$15.9M – 205
2018
Q3 		$15.9M Buy
266,499
+22,010
+9% +$1.52M 4.04% 3
2018
Q2 		$16.7M Buy
244,489
+18,167
+8% +$1.19M 4.19% 1
2018
Q1 		$14.7M Buy
226,322
+11,042
+5% +$695K 5.09% 2
2017
Q4 		$13.8M Buy
+215,280
New +$13.7M 4.49% 4
2016
Q4 		– Sell
-10
Closed -$1K – 129
2016
Q3 		$1K Buy
+10
New +$527 ﹤0.01% 98

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return