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

Legacy Financial Strategies’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
2018
Q1 		– Sell
-4,922
Closed -$309K – 100
2017
Q4 		$309K Buy
+4,922
New +$314K 0.33% 71

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Legacy Financial Strategies's SLYV Position: Q1 2018 in Review

Legacy Financial Strategies sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2018, closing a stake of 4,922 shares — an estimated $309K sold.

Legacy Financial Strategies first reported a position in SLYV in Q4 2017 and held it in 1 quarter. The position peaked at $309K in Q4 2017. 177 funds tracked by Wall St. Rank hold SLYV as of Q1 2018.

  • Legacy Financial Strategies reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 4,922 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2018, an estimated $309K.
  • Legacy Financial Strategies first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2017 and held it in 1 quarter.
  • Legacy Financial Strategies's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $309K in Q4 2017.
  • 177 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2018.

Based on Legacy Financial Strategies's 13F filing for Q1 2018, filed 14 May 2018.