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

Destination Wealth 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
2019 Q3	–	Sell	-558	Closed	-$34K	–	441
2019 Q2	$34K	Hold	558	–	–	﹤0.01%	324
2019 Q1	$34K	Hold	558	–	–	﹤0.01%	325
2018 Q4	$30K	Hold	558	–	–	﹤0.01%	325
2018 Q3	$38K	Hold	558	–	–	﹤0.01%	331
2018 Q2	$37K	Hold	558	–	–	﹤0.01%	297
2018 Q1	$34K	Buy	+558	New	+$35.1K	﹤0.01%	293

Other funds holding SLYV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

FPIS

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Destination Wealth Management's SLYV Position: Q3 2019 in Review

Destination Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2019, closing a stake of 558 shares — an estimated $34K sold.

Destination Wealth Management first reported a position in SLYV in Q1 2018 and held it in 6 quarters. The position peaked at $38K in Q3 2018. 275 funds tracked by Wall St. Rank hold SLYV as of Q3 2019.

Destination Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 558 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2019, an estimated $34K.
Destination Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and held it in 6 quarters.
Destination Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $38K in Q3 2018.
275 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.