SFSG
SLYV icon

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

Stearns Financial Services 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
2019
Q3 		– Sell
-18
Closed -$1K – 186
2019
Q2 		$1K Buy
+18
New +$1.09K ﹤0.01% 176

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stearns Financial Services Group's SLYV Position: Q3 2019 in Review

Stearns Financial Services Group sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2019, closing a stake of 18 shares — an estimated $1K sold.

Stearns Financial Services Group first reported a position in SLYV in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 275 funds tracked by Wall St. Rank hold SLYV as of Q3 2019.

  • Stearns Financial Services Group reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2019 after selling out during the quarter.
  • Stearns Financial Services Group sold 18 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2019, an estimated $1K.
  • Stearns Financial Services Group first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2019 and held it in 1 quarter.
  • Stearns Financial Services Group's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1K in Q2 2019.
  • 275 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2019.

Based on Stearns Financial Services Group's 13F filing for Q3 2019, filed 14 Nov 2019.