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

Fortis 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
2022
Q2 		– Sell
-18
Closed -$1K – 316
2022
Q1 		$1K Hold
18
– – ﹤0.01% 279
2021
Q4 		$1K Buy
18
+1
+6% +$85 ﹤0.01% 253
2021
Q3 		$1K Hold
17
– – ﹤0.01% 242
2021
Q2 		$1K Hold
17
– – ﹤0.01% 241
2021
Q1 		$1K Hold
17
– – ﹤0.01% 216
2020
Q4 		$1K Hold
17
– – ﹤0.01% 171
2020
Q3 		$1K Hold
17
– – ﹤0.01% 145
2020
Q2 		$1K Sell
17
-657
-97% -$30.1K ﹤0.01% 165
2020
Q1 		$28K Buy
674
+34
+5% +$1.92K 0.02% 213
2019
Q4 		$42K Sell
640
-1,588
-71% -$101K 0.03% 217
2019
Q3 		$136K Sell
2,228
-655
-23% -$39.3K 0.06% 162
2019
Q2 		$175K Buy
2,883
+338
+13% +$20.5K 0.09% 132
2019
Q1 		$153K Sell
2,545
-26
-1% -$1.57K 0.08% 141
2018
Q4 		$138K Sell
2,571
-92
-3% -$5.58K 0.08% 143
2018
Q3 		$182K Buy
2,663
+583
+28% +$40.3K 0.1% 80
2018
Q2 		$139K Buy
2,080
+562
+37% +$36.8K 0.08% 110
2018
Q1 		$94K Buy
1,518
+860
+131% +$54.1K 0.05% 139
2017
Q4 		$41K Buy
658
+198
+43% +$12.6K 0.03% 193
2017
Q3 		$29K Buy
+460
New +$27.3K 0.02% 187

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

Fortis Advisors's SLYV Position: Q2 2022 in Review

Fortis Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2022, closing a stake of 18 shares — an estimated $1K sold.

Fortis Advisors first reported a position in SLYV in Q3 2017 and held it in 19 quarters. The position peaked at $182K in Q3 2018. 460 funds tracked by Wall St. Rank hold SLYV as of Q2 2022.

  • Fortis Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Fortis Advisors sold 18 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2022, an estimated $1K.
  • Fortis Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2017 and held it in 19 quarters.
  • Fortis Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $182K in Q3 2018.
  • 460 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2022.

Based on Fortis Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.