San Francisco Sentry Investment Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

San Francisco Sentry Investment 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
2020 Q1	–	Sell	-470	Closed	-$31K	–	982
2019 Q4	$31K	Hold	470	–	–	0.01%	434
2019 Q3	$29K	Hold	470	–	–	0.01%	441
2019 Q2	$29K	Hold	470	–	–	0.01%	437
2019 Q1	$28K	Hold	470	–	–	0.01%	459
2018 Q4	$25K	Hold	470	–	–	0.01%	450
2018 Q3	$32K	Hold	470	–	–	0.01%	448
2018 Q2	$31K	Hold	470	–	–	0.01%	440
2018 Q1	$29K	Hold	470	–	–	0.01%	523
2017 Q4	$30K	Buy	+470	New	+$30K	0.01%	505

Other funds holding SLYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $1.37T AUM 24.88% 1-Year Est. Return

FPIS

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

San Francisco Sentry Investment Group's SLYV Position: Q1 2020 in Review

San Francisco Sentry Investment Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2020, closing a stake of 470 shares — an estimated $31K sold.

San Francisco Sentry Investment Group first reported a position in SLYV in Q4 2017 and held it in 9 quarters. The position peaked at $32K in Q3 2018. 290 funds tracked by Wall St. Rank hold SLYV as of Q1 2020.

San Francisco Sentry Investment Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 470 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2020, an estimated $31K.
San Francisco Sentry Investment Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and held it in 9 quarters.
San Francisco Sentry Investment Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $32K in Q3 2018.
290 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2020, filed 9 Apr 2020.