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

Sowa Financial 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
2021 Q1	–	Sell	-466	Closed	-$31K	–	201
2020 Q4	$31K	Hold	466	–	–	0.02%	154
2020 Q3	$23K	Hold	466	–	–	0.02%	166
2020 Q2	$23K	Hold	466	–	–	0.02%	162
2020 Q1	$19K	Hold	466	–	–	0.02%	160
2019 Q4	$31K	Buy	+466	New	+$29.5K	0.03%	141

Other funds holding SLYV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $2.02B AUM

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

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

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Sowa Financial Group's SLYV Position: Q1 2021 in Review

Sowa Financial Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2021, closing a stake of 466 shares — an estimated $31K sold.

Sowa Financial Group first reported a position in SLYV in Q4 2019 and held it in 5 quarters. The position peaked at $31K in Q4 2020. 371 funds tracked by Wall St. Rank hold SLYV as of Q1 2021.

Sowa Financial Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 466 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2021, an estimated $31K.
Sowa Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $31K in Q4 2020.
371 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.