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

Pacific Edge 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
2018
Q4 		– Sell
-3,950
Closed -$270K – 46
2018
Q3 		$270K Sell
3,950
-2,450
-38% -$169K 0.15% 36
2018
Q2 		$427K Sell
6,400
-440
-6% -$28.8K 0.24% 27
2018
Q1 		$422K Sell
6,840
-300
-4% -$18.9K 0.26% 25
2017
Q4 		$449K Buy
+7,140
New +$455K 0.32% 17

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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 $807M AUM 18.59% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Pacific Edge Advisors's SLYV Position: Q4 2018 in Review

Pacific Edge Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2018, closing a stake of 3,950 shares — an estimated $270K sold.

Pacific Edge Advisors first reported a position in SLYV in Q4 2017 and held it in 4 quarters. The position peaked at $449K in Q4 2017. 253 funds tracked by Wall St. Rank hold SLYV as of Q4 2018.

  • Pacific Edge Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • Pacific Edge Advisors sold 3,950 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2018, an estimated $270K.
  • Pacific Edge Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and held it in 4 quarters.
  • Pacific Edge Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $449K in Q4 2017.
  • 253 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2018.

Based on Pacific Edge Advisors's 13F filing for Q4 2018, filed 15 Mar 2019.