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

Bridge Advisory’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
2021
Q1 		– Sell
-4,495
Closed -$297K – 89
2020
Q4 		$297K Buy
+4,495
New +$267K 0.14% 65

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Bridge Advisory's SLYV Position: Q1 2021 in Review

Bridge Advisory sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2021, closing a stake of 4,495 shares — an estimated $297K sold.

Bridge Advisory first reported a position in SLYV in Q4 2020 and held it in 1 quarter. The position peaked at $297K in Q4 2020. 372 funds tracked by Wall St. Rank hold SLYV as of Q1 2021.

  • Bridge Advisory reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2021 after selling out during the quarter.
  • Bridge Advisory sold 4,495 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2021, an estimated $297K.
  • Bridge Advisory first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and held it in 1 quarter.
  • Bridge Advisory's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $297K in Q4 2020.
  • 372 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2021.

Based on Bridge Advisory's 13F filing for Q1 2021, filed 6 May 2021.