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 $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

Bank of America

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

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

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

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

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

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

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