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

Efficient Advisors’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 Q3	–	Sell	-1,113	Closed	-$74K	–	52
2018 Q2	$74K	Sell	1,113 -143	-11%	-$9.36K	0.01%	50
2018 Q1	$78K	Buy	+1,256	New	+$79.1K	0.01%	49

Other funds holding SLYV

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

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Efficient Advisors's SLYV Position: Q3 2018 in Review

Efficient Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2018, closing a stake of 1,113 shares — an estimated $74K sold.

Efficient Advisors first reported a position in SLYV in Q1 2018 and held it in 2 quarters. The position peaked at $78K in Q1 2018. 217 funds tracked by Wall St. Rank hold SLYV as of Q3 2018.

Efficient Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2018 after selling out during the quarter.
Efficient Advisors sold 1,113 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2018, an estimated $74K.
Efficient Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and held it in 2 quarters.
Efficient Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $78K in Q1 2018.
217 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2018.

Based on Efficient Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.