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

Beaumont Capital 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
2021
Q2 		– Sell
-7,442
Closed -$610K – 36
2021
Q1 		$610K Buy
+7,442
New +$574K 0.61% 24

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LPL Financial
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Wealth Enhancement Advisory Services
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beaumont Capital Management's SLYV Position: Q2 2021 in Review

Beaumont Capital Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2021, closing a stake of 7,442 shares — an estimated $610K sold.

Beaumont Capital Management first reported a position in SLYV in Q1 2021 and held it in 1 quarter. The position peaked at $610K in Q1 2021. 391 funds tracked by Wall St. Rank hold SLYV as of Q2 2021.

  • Beaumont Capital Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • Beaumont Capital Management sold 7,442 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2021, an estimated $610K.
  • Beaumont Capital Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • Beaumont Capital Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $610K in Q1 2021.
  • 391 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2021.

Based on Beaumont Capital Management's 13F filing for Q2 2021, filed 4 Aug 2021.