Broadview Financial Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Broadview Financial 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	-4,370	Closed	-$215K	–	45
2020 Q2	$215K	Buy	+4,370	New	+$200K	0.17%	43
2020 Q1	–	Sell	-3,775	Closed	-$248K	–	44
2019 Q4	$248K	Sell	3,775 -71	-2%	-$4.49K	0.17%	43
2019 Q3	$236K	Buy	3,846 +219	+6%	+$13.1K	0.18%	43
2019 Q2	$220K	Buy	3,627 +16	+0.4%	+$970	0.17%	45
2019 Q1	$218K	Buy	+3,611	New	+$218K	0.17%	44
2018 Q4	–	Sell	-3,532	Closed	-$241K	–	55
2018 Q3	$241K	Sell	3,532 -245	-6%	-$16.9K	0.22%	37
2018 Q2	$252K	Sell	3,777 -73	-2%	-$4.78K	0.25%	36
2018 Q1	$238K	Sell	3,850 -40	-1%	-$2.52K	0.24%	36
2017 Q4	$244K	Buy	+3,890	New	+$248K	0.24%	37

Other funds holding SLYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $1.55T AUM 33.47% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 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 $1.5B AUM 19.48% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Broadview Financial Management's SLYV Position: Q3 2020 in Review

Broadview Financial Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2020, closing a stake of 4,370 shares — an estimated $215K sold.

Broadview Financial Management first reported a position in SLYV in Q4 2017 and held it in 9 quarters. The position peaked at $252K in Q2 2018. 298 funds tracked by Wall St. Rank hold SLYV as of Q3 2020.

Broadview Financial 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.
Broadview Financial Management sold 4,370 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2020, an estimated $215K.
Broadview Financial Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and held it in 9 quarters.
Broadview Financial Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $252K in Q2 2018.
298 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2020.

Based on Broadview Financial Management's 13F filing for Q3 2020, filed 6 Nov 2020.