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

USAdvisors Wealth Management’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
-15,243
Closed -$1.04M – 71
2018
Q3 		$1.04M Buy
15,243
+4,880
+47% +$337K 0.75% 17
2018
Q2 		$692K Buy
+10,363
New +$678K 0.52% 22

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 $79.5B AUM 27.1% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 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

USAdvisors Wealth Management's SLYV Position: Q4 2018 in Review

USAdvisors Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2018, closing a stake of 15,243 shares — an estimated $1.04M sold.

USAdvisors Wealth Management first reported a position in SLYV in Q2 2018 and held it in 2 quarters. The position peaked at $1.04M in Q3 2018. 253 funds tracked by Wall St. Rank hold SLYV as of Q4 2018.

  • USAdvisors Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2018 after selling out during the quarter.
  • USAdvisors Wealth Management sold 15,243 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2018, an estimated $1.04M.
  • USAdvisors Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2018 and held it in 2 quarters.
  • USAdvisors Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.04M 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 USAdvisors Wealth Management's 13F filing for Q4 2018, filed 8 Feb 2019.