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

Harborview 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
2021 Q3	$3.77M	Buy	46,027 +767	+2%	+$63K	2.11%	12
2021 Q2	$3.88M	Buy	45,260 +2,875	+7%	+$245K	2.17%	12
2021 Q1	$3.48M	Sell	42,385 -4,901	-10%	-$378K	2.1%	12
2020 Q4	$3.13M	Sell	47,286 -3,516	-7%	-$209K	2.1%	12
2020 Q3	$2.54M	Sell	50,802 -1,141	-2%	-$58.5K	1.94%	12
2020 Q2	$2.55M	Sell	51,943 -796	-2%	-$36.5K	2.11%	13
2020 Q1	$2.15M	Sell	52,739 -1,584	-3%	-$89.6K	2.15%	11
2019 Q4	$3.57M	Sell	54,323 -2,314	-4%	-$146K	2.74%	10
2019 Q3	$3.47M	Sell	56,637 -501	-0.9%	-$30K	2.79%	10
2019 Q2	$3.47M	Buy	57,138 +2,861	+5%	+$173K	2.8%	11
2019 Q1	$3.27M	Sell	54,277 -203	-0.4%	-$12.2K	2.84%	11
2018 Q4	$2.93M	Buy	54,480 +5,897	+12%	+$358K	3.43%	10
2018 Q3	$3.32M	Sell	48,583 -2,087	-4%	-$144K	3.37%	11
2018 Q2	$3.38M	Sell	50,670 -2,290	-4%	-$150K	3.12%	12
2018 Q1	$3.27M	Sell	52,960 -644	-1%	-$40.5K	3.11%	12
2017 Q4	$3.37M	Buy	+53,604	New	+$3.42M	3.22%	12

Other funds holding SLYV

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Harborview Advisors's SLYV Position: Q3 2021 in Review

Harborview Advisors increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 1.7% in Q3 2021, buying an estimated $63K and bringing the position to 46,027 shares worth $3.77M. The position accounts for 2.11% of the portfolio, ranked #12.

Harborview Advisors first reported a position in SLYV in Q4 2017 and has held it in 16 quarters since. The position peaked at $3.88M in Q2 2021. 390 funds tracked by Wall St. Rank hold SLYV as of Q3 2021.

Harborview Advisors held 46,027 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $3.77M as of Q3 2021.
Harborview Advisors bought 767 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2021, an estimated $63K.
State Street SPDR S&P 600 Small Cap Value ETF made up 2.11% of Harborview Advisors's portfolio in Q3 2021, its #12 holding.
Harborview Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.88M in Q2 2021.
390 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.