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

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

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

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

Stifel Financial

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

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

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