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

BCS 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 Q1	–	Sell	-2,555	Closed	-$216K	–	207
2021 Q4	$216K	Buy	+2,555	New	+$218K	0.08%	186
2021 Q3	–	Sell	-2,420	Closed	-$207K	–	179
2021 Q2	$207K	Sell	2,420 -269	-10%	-$22.9K	0.11%	150
2021 Q1	$221K	Sell	2,689 -516	-16%	-$39.8K	0.1%	144
2020 Q4	$212K	Buy	+3,205	New	+$190K	0.11%	135
2020 Q1	–	Sell	-4,480	Closed	-$294K	–	122
2019 Q4	$294K	Buy	+4,480	New	+$284K	0.2%	82

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

BCS Wealth Management's SLYV Position: Q1 2022 in Review

BCS Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2022, closing a stake of 2,555 shares — an estimated $216K sold.

BCS Wealth Management first reported a position in SLYV in Q4 2019 and held it in 5 quarters. The position peaked at $294K in Q4 2019. 458 funds tracked by Wall St. Rank hold SLYV as of Q1 2022.

BCS Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2022 after selling out during the quarter.
BCS Wealth Management sold 2,555 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2022, an estimated $216K.
BCS Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and held it in 5 quarters.
BCS Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $294K in Q4 2019.
458 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2022.

Based on BCS Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.