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

Sowell Financial Services’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 Q2	–	Sell	-1,150	Closed	-$99K	–	2366
2021 Q1	$99K	Buy	1,150 +850	+283%	+$65.5K	﹤0.01%	1371
2020 Q4	$20K	Sell	300 -4	-1%	-$238	﹤0.01%	1754
2020 Q3	$15K	Buy	304 +300	+7,500%	+$15.4K	﹤0.01%	1680
2020 Q2	$0	Hold	4	–	–	﹤0.01%	2649
2020 Q1	$0	Sell	4 -82	-95%	-$4.64K	﹤0.01%	2668
2019 Q4	$6K	Sell	86 -3,650	-98%	-$231K	﹤0.01%	1857
2019 Q3	$229K	Buy	+3,736	New	+$224K	0.02%	596

Other funds holding SLYV

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

GIM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sowell Financial Services's SLYV Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2021, closing a stake of 1,150 shares — an estimated $99K sold.

Sowell Financial Services first reported a position in SLYV in Q3 2019 and held it in 7 quarters. The position peaked at $229K in Q3 2019. 391 funds tracked by Wall St. Rank hold SLYV as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 1,150 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2021, an estimated $99K.
Sowell Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $229K in Q3 2019.
391 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.