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Fortitude Advisory Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Fortitude Advisory Group’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
-457
Closed -$38K – 1096
2022
Q1 		$38K Hold
457
– – 0.02% 624
2021
Q4 		$39K Buy
+457
New +$39K 0.02% 620

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $1.93B AUM
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $761M AUM 18.73% 1-Year Est. Return

Fortitude Advisory Group's SLYV Position: Q2 2022 in Review

Fortitude Advisory Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2022, closing a stake of 457 shares — an estimated $38K sold.

Fortitude Advisory Group first reported a position in SLYV in Q4 2021 and held it in 2 quarters. The position peaked at $39K in Q4 2021. 461 funds tracked by Wall St. Rank hold SLYV as of Q2 2022.

  • Fortitude Advisory Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 457 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2022, an estimated $38K.
  • Fortitude Advisory Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $39K in Q4 2021.
  • 461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.