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Legacy Wealth Management (Mississippi)’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Legacy Wealth Management (Mississippi)’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
Q1 		– Sell
-14,500
Closed -$953K – 121
2019
Q4 		$953K Buy
+14,500
New +$918K 0.83% 35

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Bank of America
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FPIS
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NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s SLYV Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q1 2020, closing a stake of 14,500 shares — an estimated $953K sold.

Legacy Wealth Management (Mississippi) first reported a position in SLYV in Q4 2019 and held it in 1 quarter. The position peaked at $953K in Q4 2019. 290 funds tracked by Wall St. Rank hold SLYV as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 14,500 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2020, an estimated $953K.
  • Legacy Wealth Management (Mississippi) first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s State Street SPDR S&P 600 Small Cap Value ETF position peaked at $953K in Q4 2019.
  • 290 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.