Chessman Wealth Strategies RIA’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Chessman Wealth Strategies RIA’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
2018 Q4	–	Sell	-154,386	Closed	-$10.5M	–	148
2018 Q3	$10.5M	Buy	+154,386	New	+$10.7M	9.27%	6
2018 Q2	–	Sell	-61,946	Closed	-$3.83M	–	33
2018 Q1	$3.83M	Sell	61,946 -18,230	-23%	-$1.15M	4.82%	8
2017 Q4	$5.04M	Buy	+80,176	New	+$5.11M	5.04%	8

Other funds holding SLYV

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

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

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

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

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

FPIS

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Chessman Wealth Strategies RIA's SLYV Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2018, closing a stake of 154,386 shares — an estimated $10.5M sold.

Chessman Wealth Strategies RIA first reported a position in SLYV in Q4 2017 and held it in 3 quarters. The position peaked at $10.5M in Q3 2018. 253 funds tracked by Wall St. Rank hold SLYV as of Q4 2018.

Chessman Wealth Strategies RIA reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 154,386 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2018, an estimated $10.5M.
Chessman Wealth Strategies RIA first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and held it in 3 quarters.
Chessman Wealth Strategies RIA's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $10.5M in Q3 2018.
253 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.