Atlas Private Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Atlas Private Wealth Management’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	-6,590	Closed	-$549K	–	124
2022 Q1	$549K	Hold	6,590	–	–	0.32%	91
2021 Q4	$558K	Hold	6,590	–	–	0.31%	87
2021 Q3	$540K	Sell	6,590 -115	-2%	-$9.44K	0.33%	83
2021 Q2	$575K	Hold	6,705	–	–	0.35%	79
2021 Q1	$550K	Sell	6,705 -300	-4%	-$23.1K	0.35%	75
2020 Q4	$464K	Hold	7,005	–	–	0.33%	77
2020 Q3	$351K	Sell	7,005 -375	-5%	-$19.2K	0.27%	82
2020 Q2	$363K	Hold	7,380	–	–	0.29%	84
2020 Q1	$302K	Hold	7,380	–	–	0.28%	88
2019 Q4	$485K	Buy	+7,380	New	+$467K	0.37%	81

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $879M AUM 22.04% 1-Year Est. Return

Atlas Private Wealth Management's SLYV Position: Q2 2022 in Review

Atlas Private Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2022, closing a stake of 6,590 shares — an estimated $549K sold.

Atlas Private Wealth Management first reported a position in SLYV in Q4 2019 and held it in 10 quarters. The position peaked at $575K in Q2 2021. 460 funds tracked by Wall St. Rank hold SLYV as of Q2 2022.

Atlas Private Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Atlas Private Wealth Management sold 6,590 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2022, an estimated $549K.
Atlas Private Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and held it in 10 quarters.
Atlas Private Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $575K in Q2 2021.
460 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2022.

Based on Atlas Private Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.