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

Executive 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	-10	Closed	-$1K	–	675
2019 Q2	$1K	Hold	10	–	–	﹤0.01%	870
2019 Q1	$1K	Hold	10	–	–	﹤0.01%	805
2018 Q4	$1K	Buy	+10	New	+$607	﹤0.01%	851

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

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

Executive Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2019, closing a stake of 10 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in SLYV in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 275 funds tracked by Wall St. Rank hold SLYV as of Q3 2019.

Executive 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.
Executive Wealth Management sold 10 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2019, an estimated $1K.
Executive Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1K in Q2 2019.
275 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.