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

Gradient Capital 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
2018 Q4	–	Sell	-3,842	Closed	-$262K	–	90
2018 Q3	$262K	Sell	3,842 -38	-1%	-$2.63K	0.22%	77
2018 Q2	$259K	Buy	3,880 +156	+4%	+$10.2K	0.24%	74
2018 Q1	$230K	Buy	+3,724	New	+$234K	0.23%	71

Other funds holding SLYV

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Gradient Capital Advisors's SLYV Position: Q4 2018 in Review

Gradient Capital Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2018, closing a stake of 3,842 shares — an estimated $262K sold.

Gradient Capital Advisors first reported a position in SLYV in Q1 2018 and held it in 3 quarters. The position peaked at $262K in Q3 2018. 253 funds tracked by Wall St. Rank hold SLYV as of Q4 2018.

Gradient Capital Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2018 after selling out during the quarter.
Gradient Capital Advisors sold 3,842 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2018, an estimated $262K.
Gradient Capital Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and held it in 3 quarters.
Gradient Capital Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $262K in Q3 2018.
253 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2018.

Based on Gradient Capital Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.