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

Financial Management Professionals’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
2021 Q3	–	Sell	-51	Closed	-$4K	–	1032
2021 Q2	$4K	Buy	+51	New	+$4.34K	﹤0.01%	573
2018 Q1	–	Sell	-10	Closed	–	–	307
2017 Q4	$0	Hold	10	–	–	﹤0.01%	256
2017 Q3	$0	Hold	10	–	–	﹤0.01%	264
2017 Q2	$0	Sell	10 -730,270	-100%	-$43M	﹤0.01%	294
2017 Q1	$43.6M	Buy	+730,280	New	+$43.3M	22.23%	1

Other funds holding SLYV

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Financial Management Professionals's SLYV Position: Q3 2021 in Review

Financial Management Professionals sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2021, closing a stake of 51 shares — an estimated $4K sold.

Financial Management Professionals first reported a position in SLYV in Q1 2017 and held it in 5 quarters. The position peaked at $43.6M in Q1 2017. 390 funds tracked by Wall St. Rank hold SLYV as of Q3 2021.

Financial Management Professionals reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2021 after selling out during the quarter.
Financial Management Professionals sold 51 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2021, an estimated $4K.
Financial Management Professionals first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2017 and held it in 5 quarters.
Financial Management Professionals's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $43.6M in Q1 2017.
390 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2021.

Based on Financial Management Professionals's 13F filing for Q3 2021, filed 2 Nov 2021.