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

Copperwynd Financial’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
Q2 		– Sell
-40,468
Closed -$2.5M – 99
2018
Q1 		$2.5M Buy
+40,468
New +$2.55M 1.71% 16

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
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
I
INVST Indianapolis, Indiana $886M AUM 21.79% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Copperwynd Financial's SLYV Position: Q2 2018 in Review

Copperwynd Financial sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2018, closing a stake of 40,468 shares — an estimated $2.5M sold.

Copperwynd Financial first reported a position in SLYV in Q1 2018 and held it in 1 quarter. The position peaked at $2.5M in Q1 2018. 191 funds tracked by Wall St. Rank hold SLYV as of Q2 2018.

  • Copperwynd Financial reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2018 after selling out during the quarter.
  • Copperwynd Financial sold 40,468 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2018, an estimated $2.5M.
  • Copperwynd Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and held it in 1 quarter.
  • Copperwynd Financial's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.5M in Q1 2018.
  • 191 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2018.

Based on Copperwynd Financial's 13F filing for Q2 2018, filed 1 Aug 2018.