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

Bison Wealth’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 Q3	–	Sell	-500	Closed	-$36K	–	340
2022 Q2	$36K	Hold	500	–	–	0.02%	245
2022 Q1	$42K	Hold	500	–	–	0.02%	276
2021 Q4	$42K	Hold	500	–	–	0.02%	257
2021 Q3	$41K	Hold	500	–	–	0.02%	329
2021 Q2	$43K	Hold	500	–	–	0.02%	324
2021 Q1	$41K	Hold	500	–	–	0.02%	331
2020 Q4	$33K	Hold	500	–	–	0.02%	307
2020 Q3	$25K	Sell	500 -140	-22%	-$7.18K	0.01%	279
2020 Q2	$31K	Sell	640 -294	-31%	-$13.5K	0.02%	270
2020 Q1	$38K	Sell	934 -168	-15%	-$9.5K	0.03%	249
2019 Q4	$72K	Buy	+1,102	New	+$69.8K	0.03%	281

Other funds holding SLYV

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Bank of America

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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