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

WFG Advisors’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
2017 Q2	$14K	Buy	+230	New	+$13.5K	﹤0.01%	1045
2015 Q1	–	Sell	-1,000	Closed	-$53K	–	2051
2014 Q4	$53K	Hold	1,000	–	–	0.01%	864
2014 Q3	$51K	Hold	1,000	–	–	0.01%	913
2014 Q2	$55K	Hold	1,000	–	–	0.01%	879
2014 Q1	$54K	Hold	1,000	–	–	0.01%	884
2013 Q4	$53K	Buy	+1,000	New	+$51.2K	0.01%	981

Other funds holding SLYV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WFG Advisors's SLYV Position: Q2 2017 in Review

WFG Advisors opened a new position in State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q2 2017: 230 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #1045 among its holdings. This is a return to the name: WFG Advisors previously reported a position in SLYV as recently as Q4 2014.

WFG Advisors first reported a position in SLYV in Q4 2013 and has held it in 6 quarters since. The position peaked at $55K in Q2 2014. 113 funds tracked by Wall St. Rank hold SLYV as of Q2 2017.

WFG Advisors held 230 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $14K as of Q2 2017.
State Street SPDR S&P 600 Small Cap Value ETF was a new WFG Advisors position in Q2 2017.
State Street SPDR S&P 600 Small Cap Value ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1045 holding.
WFG Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2013 and has held it in 6 quarters since.
WFG Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $55K in Q2 2014.
113 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.