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

World Investment 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
2021 Q3	–	Sell	-4,252	Closed	-$364K	–	265
2021 Q2	$364K	Buy	+4,252	New	+$362K	0.08%	166
2021 Q1	–	Sell	-235,612	Closed	-$18M	–	243
2020 Q4	$18M	Buy	+235,612	New	+$14M	4.55%	4
2019 Q4	–	Sell	-104,860	Closed	-$6.42M	–	178
2019 Q3	$6.42M	Buy	+104,860	New	+$6.29M	2.75%	13

Other funds holding SLYV

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.93B AUM

Resource Management Metairie, Louisiana $970M AUM 28.05% 1-Year Est. Return

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

World Investment Advisors's SLYV Position: Q3 2021 in Review

World Investment Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2021, closing a stake of 4,252 shares — an estimated $364K sold.

World Investment Advisors first reported a position in SLYV in Q3 2019 and held it in 3 quarters. The position peaked at $18M in Q4 2020. 390 funds tracked by Wall St. Rank hold SLYV as of Q3 2021.

World Investment Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2021 after selling out during the quarter.
World Investment Advisors sold 4,252 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2021, an estimated $364K.
World Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q3 2019 and held it in 3 quarters.
World Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $18M in Q4 2020.
390 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2021.

Based on World Investment Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.