Heritage Wealth Management (Arizona)’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q2	–	Sell	-24	Closed	-$2K	–	1050
2022 Q1	$2K	Buy	+24	New	+$1.99K	﹤0.01%	911
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	832
2021 Q2	$2K	Buy	+24	New	+$2.04K	﹤0.01%	843

Other funds holding SLYV

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GIM

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

CFS

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

Heritage Wealth Management (Arizona)'s SLYV Position: Q2 2022 in Review

Heritage Wealth Management (Arizona) sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2022, closing a stake of 24 shares — an estimated $2K sold.

Heritage Wealth Management (Arizona) first reported a position in SLYV in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 461 funds tracked by Wall St. Rank hold SLYV as of Q2 2022.

Heritage Wealth Management (Arizona) reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Heritage Wealth Management (Arizona) sold 24 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2022, an estimated $2K.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2021 and held it in 3 quarters.
Heritage Wealth Management (Arizona)'s State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2K in Q1 2022.
461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2022, filed 15 Aug 2022.