IFG Advisory’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

IFG Advisory’s Portfolio SLY Stock Details SLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-39,582	Closed	-$3M	–	553
2022 Q3	$3M	Buy	+39,582	New	+$3.33M	0.27%	80
2019 Q3	–	Sell	-37,898	Closed	-$3.53M	–	463
2019 Q2	$3.53M	Buy	37,898 +7,074	+23%	+$475K	0.63%	27
2019 Q1	$2.73M	Sell	30,824 -4	-0%	-$266	0.52%	36
2018 Q4	$2.42M	Sell	30,828 -1,620	-5%	-$108K	0.57%	36
2018 Q3	$2.71M	Sell	32,448 -4,623	-12%	-$350K	0.51%	37
2018 Q2	$3.04M	Sell	37,071 -35,465	-49%	-$2.5M	0.63%	32
2018 Q1	$2.95M	Buy	72,536 +2,836	+4%	+$191K	0.66%	32
2017 Q4	$3.14M	Buy	+69,700	New	+$4.6M	0.71%	31

Other funds holding SLY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

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

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFG Advisory's SLY Position: Q4 2022 in Review

IFG Advisory sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2022, closing a stake of 39,582 shares — an estimated $3M sold.

IFG Advisory first reported a position in SLY in Q4 2017 and held it in 8 quarters. The position peaked at $3.53M in Q2 2019. 286 funds tracked by Wall St. Rank hold SLY as of Q4 2022.

IFG Advisory reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q4 2022 after selling out during the quarter.
IFG Advisory sold 39,582 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2022, an estimated $3M.
IFG Advisory first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2017 and held it in 8 quarters.
IFG Advisory's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $3.53M in Q2 2019.
286 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q4 2022.

Based on IFG Advisory's 13F filing for Q4 2022, filed 31 Jan 2023.