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Corda Investment Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Corda Investment Management’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
2017
Q4 		– Sell
-16,250
Closed -$1.03M – 61
2017
Q3 		$1.03M Buy
+16,250
New +$966K 0.13% 58

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
I
INVST Indianapolis, Indiana $886M AUM 21.79% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corda Investment Management's SLYV Position: Q4 2017 in Review

Corda Investment Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2017, closing a stake of 16,250 shares — an estimated $1.03M sold.

Corda Investment Management first reported a position in SLYV in Q3 2017 and held it in 1 quarter. The position peaked at $1.03M in Q3 2017. 160 funds tracked by Wall St. Rank hold SLYV as of Q4 2017.

  • Corda Investment Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2017 after selling out during the quarter.
  • Corda Investment Management sold 16,250 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2017, an estimated $1.03M.
  • Corda Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2017 and held it in 1 quarter.
  • Corda Investment Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.03M in Q3 2017.
  • 160 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2017.

Based on Corda Investment Management's 13F filing for Q4 2017, filed 13 Feb 2018.