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LVZ Inc’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

LVZ Inc’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
2018
Q4 		– Sell
-5,566
Closed -$360K – 78
2018
Q3 		$360K Buy
+5,566
New +$385K 0.09% 56

Other funds holding SLYV

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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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

LVZ Inc's SLYV Position: Q4 2018 in Review

LVZ Inc sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2018, closing a stake of 5,566 shares — an estimated $360K sold.

LVZ Inc first reported a position in SLYV in Q3 2018 and held it in 1 quarter. The position peaked at $360K in Q3 2018. 253 funds tracked by Wall St. Rank hold SLYV as of Q4 2018.

  • LVZ Inc reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • LVZ Inc sold 5,566 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2018, an estimated $360K.
  • LVZ Inc first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • LVZ Inc's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $360K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2018.

Based on LVZ Inc's 13F filing for Q4 2018, filed 18 Jan 2019.