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

Bellevue Asset 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
2020
Q2 		– Sell
-932
Closed -$42K – 637
2020
Q1 		$42K Buy
+932
New +$52.7K 0.04% 184

Other funds holding SLYV

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

Bellevue Asset Management's SLYV Position: Q2 2020 in Review

Bellevue Asset Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2020, closing a stake of 932 shares — an estimated $42K sold.

Bellevue Asset Management first reported a position in SLYV in Q1 2020 and held it in 1 quarter. The position peaked at $42K in Q1 2020. 300 funds tracked by Wall St. Rank hold SLYV as of Q2 2020.

  • Bellevue Asset Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Bellevue Asset Management sold 932 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2020, an estimated $42K.
  • Bellevue Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2020 and held it in 1 quarter.
  • Bellevue Asset Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $42K in Q1 2020.
  • 300 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2020.

Based on Bellevue Asset Management's 13F filing for Q2 2020, filed 31 Jul 2020.