Family Legacy Inc’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Family Legacy Inc’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
2022 Q4	–	Sell	-11,220	Closed	-$753K	–	111
2022 Q3	$753K	Buy	11,220 +20	+0.2%	+$1.5K	0.38%	77
2022 Q2	$805K	Buy	11,200 +270	+2%	+$21.1K	0.38%	76
2022 Q1	$911K	Sell	10,930 -810	-7%	-$67.1K	0.38%	78
2021 Q4	$1.01M	Buy	11,740 +17	+0.1%	+$1.45K	0.41%	73
2021 Q3	$989K	Sell	11,723 -5,806	-33%	-$477K	0.44%	69
2021 Q2	$1.41M	Buy	17,529 +120	+0.7%	+$10.2K	0.63%	59
2021 Q1	$1.43M	Buy	+17,409	New	+$1.34M	0.68%	58

Other funds holding SLYV

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Family Legacy Inc's SLYV Position: Q4 2022 in Review

Family Legacy Inc sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2022, closing a stake of 11,220 shares — an estimated $753K sold.

Family Legacy Inc first reported a position in SLYV in Q1 2021 and held it in 7 quarters. The position peaked at $1.43M in Q1 2021. 479 funds tracked by Wall St. Rank hold SLYV as of Q4 2022.

Family Legacy Inc reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2022 after selling out during the quarter.
Family Legacy Inc sold 11,220 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2022, an estimated $753K.
Family Legacy Inc first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2021 and held it in 7 quarters.
Family Legacy Inc's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $1.43M in Q1 2021.
479 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2022.

Based on Family Legacy Inc's 13F filing for Q4 2022, filed 14 Feb 2023.