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

Visionary Asset 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
-22,554
Closed -$1.54M – 246
2018
Q3 		$1.54M Buy
+22,554
New +$1.56M 0.49% 79

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 $807M AUM 18.59% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Visionary Asset Management's SLYV Position: Q4 2018 in Review

Visionary Asset Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2018, closing a stake of 22,554 shares — an estimated $1.54M sold.

Visionary Asset Management first reported a position in SLYV in Q3 2018 and held it in 1 quarter. The position peaked at $1.54M in Q3 2018. 253 funds tracked by Wall St. Rank hold SLYV as of Q4 2018.

  • Visionary Asset 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.
  • Visionary Asset Management sold 22,554 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2018, an estimated $1.54M.
  • Visionary Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2018 and held it in 1 quarter.
  • Visionary Asset Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.54M 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 Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.