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

Moser Wealth Advisors’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 Q2	–	Sell	-50	Closed	-$2K	–	122
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	118
2019 Q4	$3K	Buy	+50	New	+$3.17K	﹤0.01%	135

Other funds holding SLYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

FPIS

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

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

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

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

Moser Wealth Advisors's SLYV Position: Q2 2020 in Review

Moser Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2020, closing a stake of 50 shares — an estimated $2K sold.

Moser Wealth Advisors first reported a position in SLYV in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 300 funds tracked by Wall St. Rank hold SLYV as of Q2 2020.

Moser Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Moser Wealth Advisors sold 50 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2020, an estimated $2K.
Moser Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and held it in 2 quarters.
Moser Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3K in Q4 2019.
300 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2020.

Based on Moser Wealth Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.