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Wealthspire Advisors (Maryland)’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,665
Closed -$100K – 1761
2019
Q1 		$100K Sell
1,665
-135
-8% -$8.14K 0.01% 640
2018
Q4 		$97K Sell
1,800
-405
-18% -$24.6K 0.01% 610
2018
Q3 		$151K Buy
2,205
+395
+22% +$27.3K 0.01% 539
2018
Q2 		$121K Sell
1,810
-168
-8% -$11K 0.01% 627
2018
Q1 		$122K Buy
1,978
+2
+0.1% +$126 0.01% 637
2017
Q4 		$124K Buy
1,976
+6
+0.3% +$383 0.01% 634
2017
Q3 		$125K Buy
1,970
+138
+8% +$8.2K 0.01% 624
2017
Q2 		$109K Buy
1,832
+54
+3% +$3.18K 0.01% 663
2017
Q1 		$105K Buy
1,778
+22
+1% +$1.3K 0.01% 584
2016
Q4 		$105K Sell
1,756
-44
-2% -$2.47K 0.02% 566
2016
Q3 		$97K Buy
1,800
+64
+4% +$3.37K 0.02% 577
2016
Q2 		$87K Sell
1,736
-208
-11% -$10.3K 0.01% 560
2016
Q1 		$95K Buy
1,944
+62
+3% +$2.76K 0.02% 531
2015
Q4 		$87K Buy
+1,882
New +$93.4K 0.02% 563

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
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SLYV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2019, closing a stake of 1,665 shares — an estimated $100K sold.

Wealthspire Advisors (Maryland) first reported a position in SLYV in Q4 2015 and held it in 14 quarters. The position peaked at $151K in Q3 2018. 274 funds tracked by Wall St. Rank hold SLYV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,665 State Street SPDR S&P 600 Small Cap Value ETF shares in Q2 2019, an estimated $100K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR S&P 600 Small Cap Value ETF position peaked at $151K in Q3 2018.
  • 274 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.