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

Halpern Financial’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
Q2 		– Sell
-106
Closed -$4.33K – 189
2020
Q1 		$4.33K Sell
106
-564
-84% -$31.9K ﹤0.01% 122
2019
Q4 		$44K Buy
+670
New +$42.4K 0.03% 60

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

Halpern Financial's SLYV Position: Q2 2020 in Review

Halpern Financial sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2020, closing a stake of 106 shares — an estimated $4.33K sold.

Halpern Financial first reported a position in SLYV in Q4 2019 and held it in 2 quarters. The position peaked at $44K in Q4 2019. 300 funds tracked by Wall St. Rank hold SLYV as of Q2 2020.

  • Halpern Financial reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2020 after selling out during the quarter.
  • Halpern Financial sold 106 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2020, an estimated $4.33K.
  • Halpern Financial first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and held it in 2 quarters.
  • Halpern Financial's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $44K in Q4 2019.
  • 300 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2020.

Based on Halpern Financial's 13F filing for Q2 2020, filed 21 Sep 2023.