Mokosak Advisory Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Mokosak Advisory Group’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 Q1	–	Sell	-90,468	Closed	-$5.94M	–	26
2019 Q4	$5.94M	Sell	90,468 -1,012	-1%	-$64.1K	3.59%	10
2019 Q3	$5.61M	Sell	91,480 -764	-0.8%	-$45.8K	3.7%	10
2019 Q2	$5.6M	Buy	92,244 +134	+0.1%	+$8.12K	3.78%	10
2019 Q1	$5.56M	Sell	92,110 -2,384	-3%	-$144K	3.87%	10
2018 Q4	$5.09M	Buy	+94,494	New	+$5.73M	3.94%	10

Other funds holding SLYV

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

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

FPIS

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

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

CFS

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mokosak Advisory Group's SLYV Position: Q1 2020 in Review

Mokosak Advisory Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2020, closing a stake of 90,468 shares — an estimated $5.94M sold.

Mokosak Advisory Group first reported a position in SLYV in Q4 2018 and held it in 5 quarters. The position peaked at $5.94M in Q4 2019. 290 funds tracked by Wall St. Rank hold SLYV as of Q1 2020.

Mokosak Advisory Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2020 after selling out during the quarter.
Mokosak Advisory Group sold 90,468 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2020, an estimated $5.94M.
Mokosak Advisory Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 5 quarters.
Mokosak Advisory Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $5.94M in Q4 2019.
290 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2020.

Based on Mokosak Advisory Group's 13F filing for Q1 2020, filed 10 Apr 2020.