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Legacy Financial Strategies’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Legacy Financial Strategies’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
2018
Q3 		– Sell
-8,217
Closed -$519K – 79
2018
Q2 		$519K Buy
8,217
+4,585
+126% +$281K 0.46% 36
2018
Q1 		$211K Buy
+3,632
New +$211K 0.21% 88

Other funds holding SLYG

HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $1.16B AUM 20.57% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

Legacy Financial Strategies's SLYG Position: Q3 2018 in Review

Legacy Financial Strategies sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2018, closing a stake of 8,217 shares — an estimated $519K sold.

Legacy Financial Strategies first reported a position in SLYG in Q1 2018 and held it in 2 quarters. The position peaked at $519K in Q2 2018. 209 funds tracked by Wall St. Rank hold SLYG as of Q3 2018.

  • Legacy Financial Strategies reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 8,217 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2018, an estimated $519K.
  • Legacy Financial Strategies first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2018 and held it in 2 quarters.
  • Legacy Financial Strategies's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $519K in Q2 2018.
  • 209 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2018.

Based on Legacy Financial Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.