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Wealth Enhancement & Preservation of GA’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q3 		– Sell
-28,037
Closed -$2.4M – 55
2021
Q2 		$2.4M Buy
+28,037
New +$2.39M 1.77% 15

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's SLYV Position: Q3 2021 in Review

Wealth Enhancement & Preservation of GA sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2021, closing a stake of 28,037 shares — an estimated $2.4M sold.

Wealth Enhancement & Preservation of GA first reported a position in SLYV in Q2 2021 and held it in 1 quarter. The position peaked at $2.4M in Q2 2021. 390 funds tracked by Wall St. Rank hold SLYV as of Q3 2021.

  • Wealth Enhancement & Preservation of GA reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2021 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 28,037 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2021, an estimated $2.4M.
  • Wealth Enhancement & Preservation of GA first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2021 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2.4M in Q2 2021.
  • 390 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2021.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q3 2021, filed 19 Oct 2021.