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	–	2369
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%	2662
2020 Q1	$0	Sell	4 -82	-95%	-$4.64K	﹤0.01%	2677
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

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

Financial Engines Advisors

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

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

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

Goelzer Investment Management Carmel, Indiana $2.07B AUM 22.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return