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

Evoke Wealth’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
2020
Q3 		– Sell
-35
Closed -$2K – 1114
2020
Q2 		$2K Hold
35
– – ﹤0.01% 897
2020
Q1 		$1.43K Buy
+35
New +$1.98K ﹤0.01% 872

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Evoke Wealth's SLYV Position: Q3 2020 in Review

Evoke Wealth sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2020, closing a stake of 35 shares — an estimated $2K sold.

Evoke Wealth first reported a position in SLYV in Q1 2020 and held it in 2 quarters. The position peaked at $2K in Q2 2020. 298 funds tracked by Wall St. Rank hold SLYV as of Q3 2020.

  • Evoke Wealth reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Evoke Wealth sold 35 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2020, an estimated $2K.
  • Evoke Wealth first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2020 and held it in 2 quarters.
  • Evoke Wealth's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2K in Q2 2020.
  • 298 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.