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

RMR Wealth Builders’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
Q4 		– Sell
-11,437
Closed -$573K – 553
2020
Q3 		$573K Buy
+11,437
New +$587K 0.15% 106

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
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
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

RMR Wealth Builders's SLYV Position: Q4 2020 in Review

RMR Wealth Builders sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2020, closing a stake of 11,437 shares — an estimated $573K sold.

RMR Wealth Builders first reported a position in SLYV in Q3 2020 and held it in 1 quarter. The position peaked at $573K in Q3 2020. 334 funds tracked by Wall St. Rank hold SLYV as of Q4 2020.

  • RMR Wealth Builders reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2020 after selling out during the quarter.
  • RMR Wealth Builders sold 11,437 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2020, an estimated $573K.
  • RMR Wealth Builders first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2020 and held it in 1 quarter.
  • RMR Wealth Builders's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $573K in Q3 2020.
  • 334 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2020.

Based on RMR Wealth Builders's 13F filing for Q4 2020, filed 9 Feb 2021.