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

Arlington Partners’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
2022 Q2	–	Sell	-750	Closed	-$62K	–	494
2022 Q1	$62K	Hold	750	–	–	0.02%	230
2021 Q4	$64K	Hold	750	–	–	0.02%	259
2021 Q3	$61K	Hold	750	–	–	0.02%	238
2021 Q2	$64K	Hold	750	–	–	0.02%	179
2021 Q1	$61K	Buy	+750	New	+$57.8K	0.02%	216

Other funds holding SLYV

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

CFS

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

Arlington Partners's SLYV Position: Q2 2022 in Review

Arlington Partners sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2022, closing a stake of 750 shares — an estimated $62K sold.

Arlington Partners first reported a position in SLYV in Q1 2021 and held it in 5 quarters. The position peaked at $64K in Q4 2021. 461 funds tracked by Wall St. Rank hold SLYV as of Q2 2022.

Arlington Partners reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Arlington Partners sold 750 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2022, an estimated $62K.
Arlington Partners first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and held it in 5 quarters.
Arlington Partners's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $64K in Q4 2021.
461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2022.

Based on Arlington Partners's 13F filing for Q2 2022, filed 25 Jul 2022.