Laurel Wealth Advisors (California)’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Laurel Wealth Advisors (California)’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	-2,551	Closed	-$213K	–	739
2022 Q1	$213K	Buy	+2,551	New	+$211K	0.02%	701
2020 Q4	–	Sell	-11,008	Closed	-$551K	–	434
2020 Q3	$551K	Sell	11,008 -99,774	-90%	-$5.12M	0.09%	212
2020 Q2	$5.44M	Buy	+110,782	New	+$5.07M	1%	18

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

Laurel Wealth Advisors (California)'s SLYV Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2022, closing a stake of 2,551 shares — an estimated $213K sold.

Laurel Wealth Advisors (California) first reported a position in SLYV in Q2 2020 and held it in 3 quarters. The position peaked at $5.44M in Q2 2020. 461 funds tracked by Wall St. Rank hold SLYV as of Q2 2022.

Laurel Wealth Advisors (California) reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 2,551 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2022, an estimated $213K.
Laurel Wealth Advisors (California) first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2020 and held it in 3 quarters.
Laurel Wealth Advisors (California)'s State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.44M in Q2 2020.
461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.