Sargent Bickham Lagudis’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Sargent Bickham Lagudis’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 Q2	–	Sell	-154	Closed	-$6K	–	815
2020 Q1	$6K	Buy	+154	New	+$8.71K	﹤0.01%	626
2016 Q2	–	Sell	-76	Closed	-$4K	–	766
2016 Q1	$4K	Buy	+76	New	+$3.39K	﹤0.01%	652

Other funds holding SLYV

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

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

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

FPIS

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

CFS

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

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

Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

Sargent Bickham Lagudis's SLYV Position: Q2 2020 in Review

Sargent Bickham Lagudis sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2020, closing a stake of 154 shares — an estimated $6K sold.

Sargent Bickham Lagudis first reported a position in SLYV in Q1 2016 and held it in 2 quarters. The position peaked at $6K in Q1 2020. 300 funds tracked by Wall St. Rank hold SLYV as of Q2 2020.

Sargent Bickham Lagudis reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 154 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2020, an estimated $6K.
Sargent Bickham Lagudis first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2016 and held it in 2 quarters.
Sargent Bickham Lagudis's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6K in Q1 2020.
300 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q2 2020, filed 7 Sep 2021.