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

Pure 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
2022 Q3	–	Sell	-5,864	Closed	-$425K	–	242
2022 Q2	$425K	Buy	+5,864	New	+$458K	0.03%	169
2020 Q3	–	Sell	-4,588	Closed	-$225K	–	156
2020 Q2	$225K	Buy	+4,588	New	+$210K	0.04%	129
2020 Q1	–	Sell	-5,185	Closed	-$341K	–	145
2019 Q4	$341K	Sell	5,185 -2,107	-29%	-$133K	0.06%	113
2019 Q3	$447K	Buy	7,292 +1,153	+19%	+$69.1K	0.08%	94
2019 Q2	$372K	Buy	6,139 +315	+5%	+$19.1K	0.07%	101
2019 Q1	$351K	Buy	5,824 +5	+0.1%	+$302	0.07%	102
2018 Q4	$313K	Buy	5,819 +1,088	+23%	+$66K	0.06%	112
2018 Q3	$323K	Buy	+4,731	New	+$327K	0.07%	114
2017 Q4	–	Sell	-4,400	Closed	-$278K	–	89
2017 Q3	$278K	Buy	4,400 +712	+19%	+$42.3K	0.07%	96
2017 Q2	$220K	Sell	3,688 -568	-13%	-$33.4K	0.06%	102
2017 Q1	$251K	Buy	+4,256	New	+$252K	0.07%	94

Other funds holding SLYV

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Pure Financial Advisors's SLYV Position: Q3 2022 in Review

Pure Financial Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2022, closing a stake of 5,864 shares — an estimated $425K sold.

Pure Financial Advisors first reported a position in SLYV in Q1 2017 and held it in 11 quarters. The position peaked at $447K in Q3 2019. 452 funds tracked by Wall St. Rank hold SLYV as of Q3 2022.

Pure Financial Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Pure Financial Advisors sold 5,864 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2022, an estimated $425K.
Pure Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2017 and held it in 11 quarters.
Pure Financial Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $447K in Q3 2019.
452 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2022.

Based on Pure Financial Advisors's 13F filing for Q3 2022, filed 6 Oct 2022.