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

Bernardo Wealth Planning’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 Q1	–	Sell	-6,805	Closed	-$447K	–	156
2019 Q4	$447K	Hold	6,805	–	–	0.27%	89
2019 Q3	$416K	Sell	6,805 -465	-6%	-$27.9K	0.3%	89
2019 Q2	$441K	Buy	7,270 +400	+6%	+$24.2K	0.35%	78
2019 Q1	$414K	Buy	6,870 +366	+6%	+$22.1K	0.33%	83
2018 Q4	$350K	Buy	+6,504	New	+$395K	0.31%	87

Other funds holding SLYV

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FPIS

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

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

CFS

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bernardo Wealth Planning's SLYV Position: Q1 2020 in Review

Bernardo Wealth Planning sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2020, closing a stake of 6,805 shares — an estimated $447K sold.

Bernardo Wealth Planning first reported a position in SLYV in Q4 2018 and held it in 5 quarters. The position peaked at $447K in Q4 2019. 290 funds tracked by Wall St. Rank hold SLYV as of Q1 2020.

Bernardo Wealth Planning reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Bernardo Wealth Planning sold 6,805 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2020, an estimated $447K.
Bernardo Wealth Planning first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 5 quarters.
Bernardo Wealth Planning's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $447K in Q4 2019.
290 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2020.

Based on Bernardo Wealth Planning's 13F filing for Q1 2020, filed 1 May 2020.