9258 Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

9258 Wealth Management’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
2024 Q3	$257K	Hold	2,763	–	–	0.04%	295
2024 Q2	$237K	Hold	2,763	–	–	0.04%	300
2024 Q1	$241K	Hold	2,763	–	–	0.04%	295
2023 Q4	$231K	Hold	2,763	–	–	0.04%	286
2023 Q3	$202K	Hold	2,763	–	–	0.04%	305
2023 Q2	$213K	Hold	2,763	–	–	0.04%	298
2023 Q1	$204K	Buy	+2,763	New	+$208K	0.04%	303
2022 Q4	–	Sell	-2,989	Closed	-$204K	–	341
2022 Q3	$204K	Sell	2,989 -291	-9%	-$21.8K	0.05%	300
2022 Q2	$231K	Hold	3,280	–	–	0.06%	294
2022 Q1	$275K	Hold	3,280	–	–	0.06%	297
2021 Q4	$304K	Hold	3,280	–	–	0.07%	287
2021 Q3	$286K	Hold	3,280	–	–	0.08%	271
2021 Q2	$291K	Hold	3,280	–	–	0.08%	268
2021 Q1	$282K	Hold	3,280	–	–	0.08%	257
2020 Q4	$250K	Buy	+3,280	New	+$224K	0.08%	257
2020 Q3	–	Sell	-4,653	Closed	-$264K	–	308
2020 Q2	$264K	Hold	4,653	–	–	0.11%	222
2020 Q1	$234K	Hold	4,653	–	–	0.1%	226
2019 Q4	$300K	Buy	+4,653	New	+$287K	0.11%	210

Other funds holding SLYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

9258 Wealth Management's SLYG Position: Q3 2024 in Review

9258 Wealth Management held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q3 2024 at 2,763 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #295.

9258 Wealth Management first reported a position in SLYG in Q4 2019 and has held it in 18 quarters since. The position peaked at $304K in Q4 2021. 463 funds tracked by Wall St. Rank hold SLYG as of Q3 2024.

9258 Wealth Management held 2,763 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $257K as of Q3 2024.
9258 Wealth Management left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q3 2024.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #295 holding.
9258 Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and has held it in 18 quarters since.
9258 Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $304K in Q4 2021.
463 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.