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

Guidant Wealth 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
2019 Q3	$639K	Hold	10,426	–	–	0.24%	63
2019 Q2	$633K	Hold	10,426	–	–	0.24%	64
2019 Q1	$629K	Sell	10,426 -373	-3%	-$22.5K	0.25%	65
2018 Q4	$581K	Buy	+10,799	New	+$655K	0.27%	63

Other funds holding SLYV

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

FPIS

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Guidant Wealth Advisors's SLYV Position: Q3 2019 in Review

Guidant Wealth Advisors held its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) position steady in Q3 2019 at 10,426 shares worth $639K. The position accounts for 0.24% of the portfolio, ranked #63.

Guidant Wealth Advisors first reported a position in SLYV in Q4 2018 and has held it in 4 quarters since. 275 funds tracked by Wall St. Rank hold SLYV as of Q3 2019.

Guidant Wealth Advisors held 10,426 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $639K as of Q3 2019.
Guidant Wealth Advisors left its State Street SPDR S&P 600 Small Cap Value ETF share count unchanged in Q3 2019.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.24% of Guidant Wealth Advisors's portfolio in Q3 2019, its #63 holding.
Guidant Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and has held it in 4 quarters since.
275 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.