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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return