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

Burt 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
2017
Q2 		– Sell
-246
Closed -$15K – 417
2017
Q1 		$15K Sell
246
-250
-50% -$14.8K 0.01% 238
2016
Q4 		$30K Buy
496
+246
+98% +$13.8K 0.03% 204
2016
Q3 		$13K Buy
+250
New +$13.2K 0.01% 250

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burt Wealth Advisors's SLYV Position: Q2 2017 in Review

Burt Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2017, closing a stake of 246 shares — an estimated $15K sold.

Burt Wealth Advisors first reported a position in SLYV in Q3 2016 and held it in 3 quarters. The position peaked at $30K in Q4 2016. 113 funds tracked by Wall St. Rank hold SLYV as of Q2 2017.

  • Burt Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2017 after selling out during the quarter.
  • Burt Wealth Advisors sold 246 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2017, an estimated $15K.
  • Burt Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2016 and held it in 3 quarters.
  • Burt Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $30K in Q4 2016.
  • 113 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2017.

Based on Burt Wealth Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.