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

Bedel Financial Consulting’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	-150	Closed	-$12K	–	774
2022 Q1	$12K	Hold	150	–	–	﹤0.01%	632
2021 Q4	$13K	Hold	150	–	–	﹤0.01%	648
2021 Q3	$12K	Hold	150	–	–	﹤0.01%	641
2021 Q2	$13K	Hold	150	–	–	﹤0.01%	626
2021 Q1	$12K	Hold	150	–	–	﹤0.01%	616
2020 Q4	$10K	Hold	150	–	–	﹤0.01%	558
2020 Q3	$8K	Hold	150	–	–	﹤0.01%	550
2020 Q2	$7K	Hold	150	–	–	﹤0.01%	541
2020 Q1	$6K	Hold	150	–	–	﹤0.01%	555
2019 Q4	$10K	Hold	150	–	–	0.01%	512
2019 Q3	$9K	Hold	150	–	–	0.01%	506
2019 Q2	$9K	Hold	150	–	–	0.01%	512
2019 Q1	$9K	Hold	150	–	–	0.01%	510
2018 Q4	$8K	Buy	+150	New	+$9.1K	0.01%	496

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

Bedel Financial Consulting's SLYV Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2022, closing a stake of 150 shares — an estimated $12K sold.

Bedel Financial Consulting first reported a position in SLYV in Q4 2018 and held it in 14 quarters. The position peaked at $13K in Q4 2021. 460 funds tracked by Wall St. Rank hold SLYV as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 150 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2022, an estimated $12K.
Bedel Financial Consulting first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 14 quarters.
Bedel Financial Consulting's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $13K in Q4 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 Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.