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

Capstone Financial Group’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
-661
Closed -$32K – 170
2020
Q2 		$32K Hold
661
– – 0.03% 135
2020
Q1 		$27K Sell
661
-17
-3% -$962 0.03% 124
2019
Q4 		$45K Buy
+678
New +$42.9K 0.04% 121

Other funds holding SLYV

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

Capstone Financial Group's SLYV Position: Q3 2020 in Review

Capstone Financial Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2020, closing a stake of 661 shares — an estimated $32K sold.

Capstone Financial Group first reported a position in SLYV in Q4 2019 and held it in 3 quarters. The position peaked at $45K in Q4 2019. 298 funds tracked by Wall St. Rank hold SLYV as of Q3 2020.

  • Capstone Financial Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Capstone Financial Group sold 661 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2020, an estimated $32K.
  • Capstone Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and held it in 3 quarters.
  • Capstone Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $45K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.