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

Pathway Financial 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 Q3	–	Sell	-676	Closed	-$45K	–	330
2018 Q2	$45K	Sell	676 -10	-1%	-$654	0.03%	266
2018 Q1	$42K	Buy	+686	New	+$43.2K	0.02%	286

Other funds holding SLYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

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

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

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Pathway Financial Advisors's SLYV Position: Q3 2018 in Review

Pathway Financial Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2018, closing a stake of 676 shares — an estimated $45K sold.

Pathway Financial Advisors first reported a position in SLYV in Q1 2018 and held it in 2 quarters. The position peaked at $45K in Q2 2018. 217 funds tracked by Wall St. Rank hold SLYV as of Q3 2018.

Pathway Financial Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2018 after selling out during the quarter.
Pathway Financial Advisors sold 676 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2018, an estimated $45K.
Pathway Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and held it in 2 quarters.
Pathway Financial Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $45K in Q2 2018.
217 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.