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

TRUE Private 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
2018
Q4 		– Sell
-92
Closed -$6.28K – 801
2018
Q3 		$6.28K Buy
+92
New +$6.36K ﹤0.01% 849

Other funds holding SLYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

TRUE Private Wealth Advisors's SLYV Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2018, closing a stake of 92 shares — an estimated $6.28K sold.

TRUE Private Wealth Advisors first reported a position in SLYV in Q3 2018 and held it in 1 quarter. The position peaked at $6.28K in Q3 2018. 253 funds tracked by Wall St. Rank hold SLYV as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 92 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2018, an estimated $6.28K.
  • TRUE Private Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $6.28K in Q3 2018.
  • 253 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.