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Simplicity Solutions’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Simplicity Solutions’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
Q2 		– Sell
-16,789
Closed -$1.01M – 846
2019
Q1 		$1.01M Buy
16,789
+818
+5% +$49.3K 0.06% 253
2018
Q4 		$860K Buy
+15,971
New +$969K 0.11% 207

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
S
Schroders London, United Kingdom $185M AUM 16.04% 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
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Simplicity Solutions's SLYV Position: Q2 2019 in Review

Simplicity Solutions sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2019, closing a stake of 16,789 shares — an estimated $1.01M sold.

Simplicity Solutions first reported a position in SLYV in Q4 2018 and held it in 2 quarters. The position peaked at $1.01M in Q1 2019. 274 funds tracked by Wall St. Rank hold SLYV as of Q2 2019.

  • Simplicity Solutions reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 16,789 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2019, an estimated $1.01M.
  • Simplicity Solutions first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 2 quarters.
  • Simplicity Solutions's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.01M in Q1 2019.
  • 274 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.