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

Frontier 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
2020
Q1 		– Sell
-8,000
Closed -$526K – 325
2019
Q4 		$526K Sell
8,000
-562
-7% -$35.6K 0.08% 176
2019
Q3 		$525K Buy
8,562
+143
+2% +$8.57K 0.08% 183
2019
Q2 		$511K Buy
8,419
+50
+0.6% +$3.03K 0.08% 190
2019
Q1 		$505K Sell
8,369
-21
-0.3% -$1.27K 0.07% 216
2018
Q4 		$452K Sell
8,390
-520
-6% -$31.6K 0.07% 216
2018
Q3 		$608K Sell
8,910
-65
-0.7% -$4.49K 0.06% 200
2018
Q2 		$599K Buy
8,975
+87
+1% +$5.69K 0.09% 195
2018
Q1 		$549K Buy
8,888
+2,442
+38% +$154K 0.08% 216
2017
Q4 		$405K Sell
6,446
-1,140
-15% -$72.7K 0.07% 228
2017
Q3 		$479K Sell
7,586
-8
-0.1% -$475 0.07% 236
2017
Q2 		$453K Buy
7,594
+270
+4% +$15.9K 0.07% 239
2017
Q1 		$432K Sell
7,324
-322
-4% -$19.1K 0.07% 245
2016
Q4 		$455K Sell
7,646
-1,712
-18% -$96K 0.07% 228
2016
Q3 		$502K Sell
9,358
-1,914
-17% -$101K 0.08% 203
2016
Q2 		$564K Buy
11,272
+3,754
+50% +$185K 0.09% 191
2016
Q1 		$367K Buy
7,518
+1,448
+24% +$64.6K 0.03% 236
2015
Q4 		$282K Buy
+6,070
New +$301K 0.05% 261

Other funds holding SLYV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Frontier Wealth Management's SLYV Position: Q1 2020 in Review

Frontier Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2020, closing a stake of 8,000 shares — an estimated $526K sold.

Frontier Wealth Management first reported a position in SLYV in Q4 2015 and held it in 17 quarters. The position peaked at $608K in Q3 2018. 290 funds tracked by Wall St. Rank hold SLYV as of Q1 2020.

  • Frontier Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Frontier Wealth Management sold 8,000 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2020, an estimated $526K.
  • Frontier Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2015 and held it in 17 quarters.
  • Frontier Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $608K in Q3 2018.
  • 290 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2020.

Based on Frontier Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.