Cavalier Investments’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Cavalier Investments’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
2021 Q2	–	Sell	-18,146	Closed	-$1.49M	–	113
2021 Q1	$1.49M	Sell	18,146 -6,229	-26%	-$480K	0.65%	56
2020 Q4	$1.61M	Buy	+24,375	New	+$1.45M	0.74%	48

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cavalier Investments's SLYV Position: Q2 2021 in Review

Cavalier Investments sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2021, closing a stake of 18,146 shares — an estimated $1.49M sold.

Cavalier Investments first reported a position in SLYV in Q4 2020 and held it in 2 quarters. The position peaked at $1.61M in Q4 2020. 391 funds tracked by Wall St. Rank hold SLYV as of Q2 2021.

Cavalier Investments reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Cavalier Investments sold 18,146 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2021, an estimated $1.49M.
Cavalier Investments first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and held it in 2 quarters.
Cavalier Investments's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.61M in Q4 2020.
391 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2021.

Based on Cavalier Investments's 13F filing for Q2 2021, filed 11 Aug 2021.