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

tru Independence’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 Q2	–	Sell	-4,220	Closed	-$346K	–	366
2021 Q1	$346K	Buy	+4,220	New	+$325K	0.07%	201
2020 Q4	–	Sell	-66,959	Closed	-$3.35M	–	826
2020 Q3	$3.35M	Buy	+66,959	New	+$3.44M	0.95%	46
2020 Q1	–	Sell	-38,721	Closed	-$1.58M	–	887
2019 Q4	$1.58M	Buy	+38,721	New	+$2.45M	0.23%	94

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

tru Independence's SLYV Position: Q2 2021 in Review

tru Independence sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2021, closing a stake of 4,220 shares — an estimated $346K sold.

tru Independence first reported a position in SLYV in Q4 2019 and held it in 3 quarters. The position peaked at $3.35M in Q3 2020. 391 funds tracked by Wall St. Rank hold SLYV as of Q2 2021.

tru Independence reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2021 after selling out during the quarter.
tru Independence sold 4,220 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2021, an estimated $346K.
tru Independence first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and held it in 3 quarters.
tru Independence's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.35M in Q3 2020.
391 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.