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

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

Bank of America

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

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

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

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

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

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