KFGK
SLY

Keystone Financial Group (Kentucky)’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Keystone Financial Group (Kentucky)’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 		$953K Sell
11,592
-86
-0.7% -$7.17K 0.19% 95
2022
Q3 		$884K Buy
11,678
+40
+0.3% +$3.37K 0.18% 97
2022
Q2 		$932K Sell
11,638
-223
-2% -$19.2K 0.18% 97
2022
Q1 		$1.11M Sell
11,861
-11
-0.1% -$1.03K 0.19% 93
2021
Q4 		$1.18M Sell
11,872
-55
-0.5% -$5.44K 0.19% 101
2021
Q3 		$1.13M Buy
11,927
+216
+2% +$20.6K 0.2% 95
2021
Q2 		$1.15M Buy
11,711
+183
+2% +$17.7K 0.21% 95
2021
Q1 		$1.08M Buy
+11,528
New +$1.04M 0.21% 96

Other funds holding SLY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
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
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SLY Position: Q4 2022 in Review

Keystone Financial Group (Kentucky) reduced its SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) stake by 0.74% in Q4 2022, selling an estimated $7.17K and leaving 11,592 shares worth $953K. The position accounts for 0.19% of the portfolio, ranked #95.

Keystone Financial Group (Kentucky) first reported a position in SLY in Q1 2021 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2021. 286 funds tracked by Wall St. Rank hold SLY as of Q4 2022.

  • Keystone Financial Group (Kentucky) held 11,592 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $953K as of Q4 2022.
  • Keystone Financial Group (Kentucky) sold 86 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2022, an estimated $7.17K.
  • SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up 0.19% of Keystone Financial Group (Kentucky)'s portfolio in Q4 2022, its #95 holding.
  • Keystone Financial Group (Kentucky) first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2021 and has held it in 8 quarters since.
  • Keystone Financial Group (Kentucky)'s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.18M in Q4 2021.
  • 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 Keystone Financial Group (Kentucky)'s 13F filing for Q4 2022, filed 7 Feb 2023.