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Institute for Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-245
Closed -$16K – 635
2019
Q4 		$16K Buy
+245
New +$15.5K ﹤0.01% 579

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Institute for Wealth Management's SLYV Position: Q1 2020 in Review

Institute for Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2020, closing a stake of 245 shares — an estimated $16K sold.

Institute for Wealth Management first reported a position in SLYV in Q4 2019 and held it in 1 quarter. The position peaked at $16K in Q4 2019. 290 funds tracked by Wall St. Rank hold SLYV as of Q1 2020.

  • Institute for Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 245 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2020, an estimated $16K.
  • Institute for Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $16K in Q4 2019.
  • 290 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.