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

Capital Advisors Ltd’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	-290	Closed	-$19K	–	473
2019 Q4	$19K	Hold	290	–	–	﹤0.01%	309
2019 Q3	$18K	Hold	290	–	–	0.01%	314
2019 Q2	$18K	Hold	290	–	–	0.01%	343
2019 Q1	$17K	Hold	290	–	–	﹤0.01%	340
2018 Q4	$16K	Buy	+290	New	+$17.6K	﹤0.01%	351

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

Capital Advisors Ltd's SLYV Position: Q1 2020 in Review

Capital Advisors Ltd sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2020, closing a stake of 290 shares — an estimated $19K sold.

Capital Advisors Ltd first reported a position in SLYV in Q4 2018 and held it in 5 quarters. The position peaked at $19K in Q4 2019. 290 funds tracked by Wall St. Rank hold SLYV as of Q1 2020.

Capital Advisors Ltd reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Capital Advisors Ltd sold 290 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2020, an estimated $19K.
Capital Advisors Ltd first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 5 quarters.
Capital Advisors Ltd's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $19K 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 Capital Advisors Ltd's 13F filing for Q1 2020, filed 8 May 2020.