Shone Asset Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Shone Asset Management’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	$635K	Sell	9,706 -49	-0.5%	-$2.91K	0.49%	27
2020 Q3	$535K	Sell	9,755 -139	-1%	-$7.13K	0.48%	24
2020 Q2	$505K	Sell	9,894 -367	-4%	-$16.8K	0.5%	24
2020 Q1	$469K	Buy	+10,261	New	+$580K	0.56%	25

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

CFS

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

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

FPIS

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

Shone Asset Management's SLYV Position: Q4 2020 in Review

Shone Asset Management reduced its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.5% in Q4 2020, selling an estimated $2.91K and leaving 9,706 shares worth $635K. The position accounts for 0.49% of the portfolio, ranked #27.

Shone Asset Management first reported a position in SLYV in Q1 2020 and has held it in 4 quarters since. 334 funds tracked by Wall St. Rank hold SLYV as of Q4 2020.

Shone Asset Management held 9,706 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $635K as of Q4 2020.
Shone Asset Management sold 49 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2020, an estimated $2.91K.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.49% of Shone Asset Management's portfolio in Q4 2020, its #27 holding.
Shone Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2020 and has held it in 4 quarters since.
334 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.