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

WBI Investments’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
-3,141
Closed -$258K – 235
2021
Q1 		$258K Buy
+3,141
New +$242K 0.04% 171

Other funds holding SLYV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
RM
Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return
NP
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WBI Investments's SLYV Position: Q2 2021 in Review

WBI Investments sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2021, closing a stake of 3,141 shares — an estimated $258K sold.

WBI Investments first reported a position in SLYV in Q1 2021 and held it in 1 quarter. The position peaked at $258K in Q1 2021. 391 funds tracked by Wall St. Rank hold SLYV as of Q2 2021.

  • WBI Investments reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2021 after selling out during the quarter.
  • WBI Investments sold 3,141 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2021, an estimated $258K.
  • WBI Investments first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and held it in 1 quarter.
  • WBI Investments's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $258K in Q1 2021.
  • 391 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2021.

Based on WBI Investments's 13F filing for Q2 2021, filed 9 Aug 2021.