Blue Bell Private Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Blue Bell Private Wealth 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 Q3	–	Sell	-95	Closed	–	–	206
2020 Q2	$0	Hold	95	–	–	﹤0.01%	204
2020 Q1	$4K	Hold	95	–	–	﹤0.01%	177
2019 Q4	$6K	Sell	95 -1	-1%	-$63	﹤0.01%	170
2019 Q3	$6K	Hold	96	–	–	﹤0.01%	172
2019 Q2	$6K	Buy	+96	New	+$5.82K	﹤0.01%	174

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

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

FPIS

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

GIM

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

Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

FCI

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

Blue Bell Private Wealth Management's SLYV Position: Q3 2020 in Review

Blue Bell Private Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2020, closing a stake of 95 shares.

Blue Bell Private Wealth Management first reported a position in SLYV in Q2 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 298 funds tracked by Wall St. Rank hold SLYV as of Q3 2020.

Blue Bell Private Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2020 after selling out during the quarter.
Blue Bell Private Wealth Management sold 95 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2020.
Blue Bell Private Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2019 and held it in 5 quarters.
Blue Bell Private Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6K in Q4 2019.
298 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2020.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.