Kings Point Capital Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Kings Point Capital 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
2021 Q1	–	Sell	-176	Closed	-$12K	–	561
2020 Q4	$12K	Buy	+176	New	+$10.5K	﹤0.01%	485
2020 Q3	–	Sell	-746	Closed	-$37K	–	494
2020 Q2	$37K	Hold	746	–	–	0.01%	306
2020 Q1	$30K	Hold	746	–	–	0.01%	330
2019 Q4	$49K	Hold	746	–	–	0.01%	318
2019 Q3	$46K	Hold	746	–	–	0.01%	309
2019 Q2	$45K	Hold	746	–	–	0.01%	272
2019 Q1	$45K	Hold	746	–	–	0.01%	242
2018 Q4	$40K	Hold	746	–	–	0.01%	244
2018 Q3	$51K	Hold	746	–	–	0.01%	240
2018 Q2	$50K	Hold	746	–	–	0.01%	236
2018 Q1	$46K	Hold	746	–	–	0.01%	244
2017 Q4	$47K	Hold	746	–	–	0.01%	240
2017 Q3	$47K	Buy	+746	New	+$44.3K	0.01%	231

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

GIM

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

Kings Point Capital Management's SLYV Position: Q1 2021 in Review

Kings Point Capital Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2021, closing a stake of 176 shares — an estimated $12K sold.

Kings Point Capital Management first reported a position in SLYV in Q3 2017 and held it in 13 quarters. The position peaked at $51K in Q3 2018. 371 funds tracked by Wall St. Rank hold SLYV as of Q1 2021.

Kings Point Capital Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2021 after selling out during the quarter.
Kings Point Capital Management sold 176 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2021, an estimated $12K.
Kings Point Capital Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2017 and held it in 13 quarters.
Kings Point Capital Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $51K in Q3 2018.
371 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2021.

Based on Kings Point Capital Management's 13F filing for Q1 2021, filed 14 May 2021.