SRH Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

SRH Advisors’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	-143	Closed	-$7K	–	315
2020 Q2	$7K	Buy	143 +1	+0.7%	+$46	0.02%	191
2020 Q1	$6K	Buy	142 +1	+0.7%	+$57	0.02%	187
2019 Q4	$9K	Buy	141 +1	+0.7%	+$63	0.03%	171
2019 Q3	$9K	Hold	140	–	–	0.03%	170
2019 Q2	$8K	Buy	140 +1	+0.7%	+$61	0.03%	181
2019 Q1	$8K	Buy	139 +1	+0.7%	+$60	0.03%	171
2018 Q4	$7K	Hold	138	–	–	0.03%	178
2018 Q3	$9K	Buy	138 +1	+0.7%	+$69	0.03%	184
2018 Q2	$9K	Buy	137 +1	+0.7%	+$65	0.03%	173
2018 Q1	$8K	Hold	136	–	–	0.03%	156
2017 Q4	$9K	Buy	136 +4	+3%	+$255	0.04%	144
2017 Q3	$8K	Buy	+132	New	+$7.84K	0.03%	150

Other funds holding SLYV

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

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

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

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

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

SRH Advisors's SLYV Position: Q3 2020 in Review

SRH Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2020, closing a stake of 143 shares — an estimated $7K sold.

SRH Advisors first reported a position in SLYV in Q3 2017 and held it in 12 quarters. The position peaked at $9K in Q4 2019. 298 funds tracked by Wall St. Rank hold SLYV as of Q3 2020.

SRH Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2020 after selling out during the quarter.
SRH Advisors sold 143 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2020, an estimated $7K.
SRH Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2017 and held it in 12 quarters.
SRH Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $9K in Q4 2019.
298 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2020.

Based on SRH Advisors's 13F filing for Q3 2020, filed 21 Oct 2020.