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

Capital Wealth Planning’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 Q2	–	Sell	-15,832	Closed	-$647K	–	194
2020 Q1	$647K	Buy	15,832 +616	+4%	+$34.8K	0.04%	104
2019 Q4	$1M	Sell	15,216 -864	-5%	-$54.7K	0.06%	83
2019 Q3	$1M	Sell	16,080 -1,223	-7%	-$73.3K	0.06%	86
2019 Q2	$1.05M	Buy	+17,303	New	+$1.05M	0.08%	78
2017 Q3	–	Sell	-3,360	Closed	-$200K	–	194
2017 Q2	$200K	Buy	+3,360	New	+$198K	0.03%	99

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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