SMFS
SLYV icon

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

Squar Milner 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
2020
Q3 		– Sell
-11,332
Closed -$557K – 163
2020
Q2 		$557K Buy
11,332
+234
+2% +$10.7K 0.32% 88
2020
Q1 		$453K Sell
11,098
-3,067
-22% -$173K 0.27% 75
2019
Q4 		$930K Buy
14,165
+4,184
+42% +$265K 0.46% 32
2019
Q3 		$500K Sell
9,981
-4,677
-32% -$280K 0.26% 97
2019
Q2 		$889K Sell
14,658
-416
-3% -$25.2K 0.6% 31
2019
Q1 		$908K Buy
15,074
+1,054
+8% +$63.6K 0.67% 26
2018
Q4 		$755K Hold
14,020
– – 0.73% 23
2018
Q3 		$957K Buy
14,020
+2,268
+19% +$157K 0.86% 20
2018
Q2 		$785K Buy
11,752
+8,066
+219% +$528K 0.69% 29
2018
Q1 		$228K Buy
+3,686
New +$232K 0.29% 129

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Squar Milner Financial Services's SLYV Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2020, closing a stake of 11,332 shares — an estimated $557K sold.

Squar Milner Financial Services first reported a position in SLYV in Q1 2018 and held it in 10 quarters. The position peaked at $957K in Q3 2018. 298 funds tracked by Wall St. Rank hold SLYV as of Q3 2020.

  • Squar Milner Financial Services reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 11,332 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2020, an estimated $557K.
  • Squar Milner Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2018 and held it in 10 quarters.
  • Squar Milner Financial Services's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $957K in Q3 2018.
  • 298 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.