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

Beaumont Financial Advisors’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
2023 Q4	–	Sell	-3,144	Closed	-$228K	–	350
2023 Q3	$228K	Sell	3,144 -266	-8%	-$20.6K	0.02%	290
2023 Q2	$263K	Sell	3,410 -160	-4%	-$11.9K	0.02%	283
2023 Q1	$272K	Hold	3,570	–	–	0.03%	263
2022 Q4	$265K	Sell	3,570 -765	-18%	-$57.4K	0.03%	273
2022 Q3	$291K	Buy	+4,335	New	+$326K	0.03%	246
2021 Q2	–	Sell	-5,253	Closed	-$430K	–	377
2021 Q1	$430K	Buy	+5,253	New	+$405K	0.04%	218

Other funds holding SLYV

Bank of America

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Cerity Partners

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return