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

BlueSky Wealth Advisors’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	-67,347	Closed	-$4.37M	–	61
2019 Q4	$4.37M	Buy	67,347 +2,725	+4%	+$172K	1.43%	18
2019 Q3	$3.81M	Buy	64,622 +12,055	+23%	+$723K	1.31%	20
2019 Q2	$3.19M	Buy	52,567 +11,373	+28%	+$689K	1.14%	22
2019 Q1	$2.53M	Sell	41,194 -2,384	-5%	-$144K	0.91%	26
2018 Q4	$2.55M	Buy	43,578 +23,911	+122%	+$1.45M	1%	26
2018 Q3	$1.3M	Buy	19,667 +270	+1%	+$18.7K	0.49%	29
2018 Q2	$1.3M	Sell	19,397 -563	-3%	-$36.8K	0.5%	29
2018 Q1	$1.23M	Buy	19,960 +3,618	+22%	+$228K	0.47%	27
2017 Q4	$1.03M	Sell	16,342 -296	-2%	-$18.9K	0.43%	30
2017 Q3	$1.05M	Buy	16,638 +732	+5%	+$43.5K	0.45%	29
2017 Q2	$949K	Buy	15,906 +66	+0.4%	+$3.88K	0.44%	30
2017 Q1	$935K	Sell	15,840 -1,172	-7%	-$69.4K	0.45%	29
2016 Q4	$1.01M	Buy	+17,012	New	+$954K	0.5%	30

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 $1.94B AUM 22.01% 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

BlueSky Wealth Advisors's SLYV Position: Q1 2020 in Review

BlueSky Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2020, closing a stake of 67,347 shares — an estimated $4.37M sold.

BlueSky Wealth Advisors first reported a position in SLYV in Q4 2016 and held it in 13 quarters. The position peaked at $4.37M in Q4 2019. 290 funds tracked by Wall St. Rank hold SLYV as of Q1 2020.

BlueSky Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2020 after selling out during the quarter.
BlueSky Wealth Advisors sold 67,347 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2020, an estimated $4.37M.
BlueSky Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2016 and held it in 13 quarters.
BlueSky Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $4.37M 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 BlueSky Wealth Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.