Acorn Financial Advisory Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-2,327	Closed	-$215K	–	229
2021 Q4	$215K	Hold	2,327	–	–	0.04%	204
2021 Q3	$202K	Sell	2,327 -3,824	-62%	-$337K	0.06%	212
2021 Q2	$546K	Buy	6,151 +6	+0.1%	+$523	0.16%	138
2021 Q1	$529K	Buy	6,145 +3	+0%	+$255	0.19%	121
2020 Q4	$468K	Buy	6,142 +141	+2%	+$9.62K	0.18%	129
2020 Q3	$355K	Buy	6,001 +4	+0.1%	+$239	0.19%	136
2020 Q2	$340K	Buy	5,997 +8	+0.1%	+$417	0.24%	132
2020 Q1	$276K	Buy	5,989 +10	+0.2%	+$590	0.27%	123
2019 Q4	$386K	Buy	+5,979	New	+$369K	0.32%	105

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

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

SEIA

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

FWP

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

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

CDIA

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

BFEC

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

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

Acorn Financial Advisory Services's SLYG Position: Q1 2022 in Review

Acorn Financial Advisory Services sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2022, closing a stake of 2,327 shares — an estimated $215K sold.

Acorn Financial Advisory Services first reported a position in SLYG in Q4 2019 and held it in 9 quarters. The position peaked at $546K in Q2 2021. 355 funds tracked by Wall St. Rank hold SLYG as of Q1 2022.

Acorn Financial Advisory Services reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Acorn Financial Advisory Services sold 2,327 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2022, an estimated $215K.
Acorn Financial Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and held it in 9 quarters.
Acorn Financial Advisory Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $546K in Q2 2021.
355 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2022.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2022, filed 18 Apr 2022.