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

RDA Financial Network’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	-4,598	Closed	-$289K	–	238
2019 Q4	$289K	Sell	4,598 -17	-0.4%	-$1.08K	0.12%	186
2019 Q3	$294K	Sell	4,615 -63	-1%	-$3.78K	0.13%	172
2019 Q2	$282K	Sell	4,678 -113	-2%	-$6.85K	0.13%	172
2019 Q1	$299K	Buy	+4,791	New	+$289K	0.14%	159

Other funds holding SLYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $1.55T AUM 33.47% 1-Year Est. Return

FPIS

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

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

CFS

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

RDA Financial Network's SLYV Position: Q1 2020 in Review

RDA Financial Network sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2020, closing a stake of 4,598 shares — an estimated $289K sold.

RDA Financial Network first reported a position in SLYV in Q1 2019 and held it in 4 quarters. The position peaked at $299K in Q1 2019. 288 funds tracked by Wall St. Rank hold SLYV as of Q1 2020.

RDA Financial Network reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2020 after selling out during the quarter.
RDA Financial Network sold 4,598 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2020, an estimated $289K.
RDA Financial Network first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2019 and held it in 4 quarters.
RDA Financial Network's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $299K in Q1 2019.
288 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2020.

Based on RDA Financial Network's 13F filing for Q1 2020, filed 6 Apr 2020.