JFG Wealth Management’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

JFG Wealth Management’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
2020 Q4	–	Sell	-61	Closed	-$3.06K	–	69
2020 Q3	$3.06K	Buy	+61	New	+$3.13K	﹤0.01%	49
2019 Q1	–	Sell	-15,188	Closed	-$817K	–	26
2018 Q4	$817K	Buy	+15,188	New	+$922K	0.73%	11

Other funds holding SLYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

GIM

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

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

CFS

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

FCI

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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

JFG Wealth Management's SLYV Position: Q4 2020 in Review

JFG Wealth Management sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q4 2020, closing a stake of 61 shares — an estimated $3.06K sold.

JFG Wealth Management first reported a position in SLYV in Q4 2018 and held it in 2 quarters. The position peaked at $817K in Q4 2018. 334 funds tracked by Wall St. Rank hold SLYV as of Q4 2020.

JFG Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q4 2020 after selling out during the quarter.
JFG Wealth Management sold 61 State Street SPDR S&P 600 Small Cap Value ETF shares in Q4 2020, an estimated $3.06K.
JFG Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2018 and held it in 2 quarters.
JFG Wealth Management's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $817K in Q4 2018.
334 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q4 2020.

Based on JFG Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.