Spectrum Wealth Advisory Group’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Spectrum Wealth Advisory 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
2020 Q2	–	Sell	-14,818	Closed	-$607K	–	37
2020 Q1	$607K	Buy	+14,818	New	+$838K	1.31%	18

Other funds holding SLYV

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

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

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

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

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

GIM

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

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

Spectrum Wealth Advisory Group's SLYV Position: Q2 2020 in Review

Spectrum Wealth Advisory Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2020, closing a stake of 14,818 shares — an estimated $607K sold.

Spectrum Wealth Advisory Group first reported a position in SLYV in Q1 2020 and held it in 1 quarter. The position peaked at $607K in Q1 2020. 300 funds tracked by Wall St. Rank hold SLYV as of Q2 2020.

Spectrum Wealth Advisory Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2020 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 14,818 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2020, an estimated $607K.
Spectrum Wealth Advisory Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2020 and held it in 1 quarter.
Spectrum Wealth Advisory Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $607K in Q1 2020.
300 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2020.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2020, filed 15 Jul 2020.