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

Liberty 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
Q4 		– Sell
-16
Closed -$1K – 1064
2020
Q3 		$1K Hold
16
– – ﹤0.01% 829
2020
Q2 		$1K Hold
16
– – ﹤0.01% 812
2020
Q1 		$1K Buy
16
+1
+7% +$57 ﹤0.01% 836
2019
Q4 		$1K Hold
15
– – ﹤0.01% 862
2019
Q3 		$1K Hold
15
– – ﹤0.01% 826
2019
Q2 		$1K Hold
15
– – ﹤0.01% 859
2019
Q1 		$0 Hold
15
– – ﹤0.01% 837
2018
Q4 		$0 Buy
+15
New +$910 ﹤0.01% 791

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Liberty Wealth Management's SLYV Position: Q4 2020 in Review

Liberty Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2020, closing a stake of 16 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in SLYV in Q4 2018 and held it in 8 quarters. The position peaked at $1K in Q3 2020. 334 funds tracked by Wall St. Rank hold SLYV as of Q4 2020.

  • Liberty Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 16 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 8 quarters.
  • Liberty Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1K in Q3 2020.
  • 334 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2020.

Based on Liberty Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.