Ledyard National Bank’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Ledyard National Bank’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
2019 Q1	–	Sell	-1,080	Closed	-$58K	–	569
2018 Q4	$58K	Sell	1,080 -880	-45%	-$53.4K	0.01%	394
2018 Q3	$134K	Buy	1,960 +1,140	+139%	+$78.8K	0.02%	325
2018 Q2	$55K	Buy	+820	New	+$53.6K	0.01%	419
2015 Q2	–	Sell	-48	Closed	-$3K	–	726
2015 Q1	$3K	Sell	48 -48	-50%	-$2.51K	﹤0.01%	665
2014 Q4	$5K	Hold	96	–	–	﹤0.01%	621
2014 Q3	$5K	Buy	+96	New	+$5.16K	﹤0.01%	587

Other funds holding SLYV

Financial Engines Advisors

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

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

Bank of America

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

Wealth Enhancement Advisory Services

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return