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

Sutton Wealth 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
2019 Q1	–	Sell	-306	Closed	-$16.5K	–	1217
2018 Q4	$16.5K	Hold	306	–	–	0.01%	586
2018 Q3	$20.9K	Hold	306	–	–	0.01%	570
2018 Q2	$20.4K	Hold	306	–	–	0.01%	582
2018 Q1	$18.9K	Hold	306	–	–	0.01%	593
2017 Q4	$19.2K	Hold	306	–	–	0.01%	568
2017 Q3	$19.3K	Hold	306	–	–	0.01%	558
2017 Q2	$18.3K	Hold	306	–	–	0.01%	564
2017 Q1	$18.1K	Hold	306	–	–	0.02%	547
2016 Q4	$18.2K	Hold	306	–	–	0.02%	527
2016 Q3	$16.4K	Hold	306	–	–	0.02%	520
2016 Q2	$15.3K	Hold	306	–	–	0.01%	515
2016 Q1	$14.9K	Buy	+306	New	+$13.6K	0.01%	509

Other funds holding SLYV

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

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sutton Wealth Advisors's SLYV Position: Q1 2019 in Review

Sutton Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2019, closing a stake of 306 shares — an estimated $16.5K sold.

Sutton Wealth Advisors first reported a position in SLYV in Q1 2016 and held it in 12 quarters. The position peaked at $20.9K in Q3 2018. 264 funds tracked by Wall St. Rank hold SLYV as of Q1 2019.

Sutton Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2019 after selling out during the quarter.
Sutton Wealth Advisors sold 306 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2019, an estimated $16.5K.
Sutton Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2016 and held it in 12 quarters.
Sutton Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $20.9K in Q3 2018.
264 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2019.

Based on Sutton Wealth Advisors's 13F filing for Q1 2019, filed 6 Nov 2023.