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Ruggie Capital Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Ruggie Capital Group’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
2019
Q1 		– Sell
-306
Closed -$16K – 408
2018
Q4 		$16K Buy
+306
New +$18.6K 0.01% 275
2016
Q3 		– Sell
-1,030
Closed -$52K – 215
2016
Q2 		$52K Buy
+1,030
New +$50.8K 0.05% 91

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ruggie Capital Group's SLYV Position: Q1 2019 in Review

Ruggie Capital Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2019, closing a stake of 306 shares — an estimated $16K sold.

Ruggie Capital Group first reported a position in SLYV in Q2 2016 and held it in 2 quarters. The position peaked at $52K in Q2 2016. 264 funds tracked by Wall St. Rank hold SLYV as of Q1 2019.

  • Ruggie Capital Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Ruggie Capital Group sold 306 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2019, an estimated $16K.
  • Ruggie Capital Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2016 and held it in 2 quarters.
  • Ruggie Capital Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $52K in Q2 2016.
  • 264 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.