Keystone Financial Group (Kentucky)’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio SLYG Stock Details SLYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,520	Closed	-$211K	–	301
2022 Q1	$211K	Buy	2,520 +85	+3%	+$7.17K	0.04%	277
2021 Q4	$226K	Sell	2,435 -117	-5%	-$10.7K	0.04%	278
2021 Q3	$222K	Buy	2,552 +35	+1%	+$3.09K	0.04%	266
2021 Q2	$223K	Buy	2,517 +170	+7%	+$14.8K	0.04%	269
2021 Q1	$201K	Buy	+2,347	New	+$200K	0.04%	274

Other funds holding SLYG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SLYG Position: Q2 2022 in Review

Keystone Financial Group (Kentucky) sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2022, closing a stake of 2,520 shares — an estimated $211K sold.

Keystone Financial Group (Kentucky) first reported a position in SLYG in Q1 2021 and held it in 5 quarters. The position peaked at $226K in Q4 2021. 351 funds tracked by Wall St. Rank hold SLYG as of Q2 2022.

Keystone Financial Group (Kentucky) reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 2,520 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2022, an estimated $211K.
Keystone Financial Group (Kentucky) first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2021 and held it in 5 quarters.
Keystone Financial Group (Kentucky)'s State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $226K in Q4 2021.
351 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2022.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2022, filed 5 Aug 2022.