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

Smart Money 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	-4,292	Closed	-$231K	–	77
2018 Q4	$231K	Buy	4,292 +455	+12%	+$27.6K	0.24%	56
2018 Q3	$262K	Buy	3,837 +252	+7%	+$17.4K	0.24%	50
2018 Q2	$239K	Buy	3,585 +19	+0.5%	+$1.24K	0.21%	51
2018 Q1	$220K	Buy	+3,566	New	+$224K	0.22%	51

Other funds holding SLYV

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

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Smart Money Group's SLYV Position: Q1 2019 in Review

Smart Money Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2019, closing a stake of 4,292 shares — an estimated $231K sold.

Smart Money Group first reported a position in SLYV in Q1 2018 and held it in 4 quarters. The position peaked at $262K in Q3 2018. 264 funds tracked by Wall St. Rank hold SLYV as of Q1 2019.

Smart Money 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.
Smart Money Group sold 4,292 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2019, an estimated $231K.
Smart Money Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and held it in 4 quarters.
Smart Money Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $262K in Q3 2018.
264 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2019.

Based on Smart Money Group's 13F filing for Q1 2019, filed 3 May 2019.