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

Winfield Associates’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
2018 Q1	–	Sell	-20	Closed	-$2K	–	560
2017 Q4	$2K	Hold	20	–	–	﹤0.01%	685
2017 Q3	$1K	Hold	20	–	–	﹤0.01%	720
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	812
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	698
2016 Q4	$1K	Buy	+20	New	+$1.12K	﹤0.01%	663

Other funds holding SLYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

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

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

Winfield Associates's SLYV Position: Q1 2018 in Review

Winfield Associates sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2018, closing a stake of 20 shares — an estimated $2K sold.

Winfield Associates first reported a position in SLYV in Q4 2016 and held it in 5 quarters. The position peaked at $2K in Q4 2017. 177 funds tracked by Wall St. Rank hold SLYV as of Q1 2018.

Winfield Associates reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 20 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2018, an estimated $2K.
Winfield Associates first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2016 and held it in 5 quarters.
Winfield Associates's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $2K in Q4 2017.
177 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.