Sterling Financial Planning’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Sterling Financial Planning’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 Q4	–	Sell	-1,698	Closed	-$139K	–	341
2021 Q3	$139K	Buy	1,698 +5	+0.3%	+$411	0.09%	108
2021 Q2	$145K	Sell	1,693 -40	-2%	-$3.4K	0.09%	99
2021 Q1	$142K	Sell	1,733 -23	-1%	-$1.77K	0.1%	94
2020 Q4	$116K	Buy	+1,756	New	+$104K	0.09%	98

Other funds holding SLYV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GIM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sterling Financial Planning's SLYV Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2021, closing a stake of 1,698 shares — an estimated $139K sold.

Sterling Financial Planning first reported a position in SLYV in Q4 2020 and held it in 4 quarters. The position peaked at $145K in Q2 2021. 437 funds tracked by Wall St. Rank hold SLYV as of Q4 2021.

Sterling Financial Planning reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2021 after selling out during the quarter.
Sterling Financial Planning sold 1,698 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2021, an estimated $139K.
Sterling Financial Planning first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2020 and held it in 4 quarters.
Sterling Financial Planning's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $145K in Q2 2021.
437 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.