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

Stevard LLC’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
-46,133
Closed -$2.27M – 176
2020
Q2 		$2.27M Hold
46,133
– – 1.16% 11
2020
Q1 		$1.89M Hold
46,133
– – 1.22% 14
2019
Q4 		$3.03M Buy
+46,133
New +$2.92M 1.9% 10

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $879M AUM 22.04% 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 $1.5B AUM 19.48% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

Stevard LLC's SLYV Position: Q3 2020 in Review

Stevard LLC sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2020, closing a stake of 46,133 shares — an estimated $2.27M sold.

Stevard LLC first reported a position in SLYV in Q4 2019 and held it in 3 quarters. The position peaked at $3.03M in Q4 2019. 298 funds tracked by Wall St. Rank hold SLYV as of Q3 2020.

  • Stevard LLC reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • Stevard LLC sold 46,133 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2020, an estimated $2.27M.
  • Stevard LLC first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and held it in 3 quarters.
  • Stevard LLC's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.03M 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 Stevard LLC's 13F filing for Q3 2020, filed 12 Nov 2020.