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

Atlas Private 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
2022 Q2	–	Sell	-8,305	Closed	-$696K	–	123
2022 Q1	$696K	Hold	8,305	–	–	0.4%	77
2021 Q4	$771K	Hold	8,305	–	–	0.43%	70
2021 Q3	$724K	Hold	8,305	–	–	0.44%	70
2021 Q2	$737K	Hold	8,305	–	–	0.45%	67
2021 Q1	$713K	Sell	8,305 -100	-1%	-$8.5K	0.46%	63
2020 Q4	$642K	Hold	8,405	–	–	0.46%	61
2020 Q3	$496K	Sell	8,405 -200	-2%	-$12K	0.39%	69
2020 Q2	$489K	Hold	8,605	–	–	0.39%	72
2020 Q1	$397K	Buy	8,605 +170	+2%	+$10K	0.37%	74
2019 Q4	$544K	Buy	+8,435	New	+$521K	0.42%	71

Other funds holding SLYG

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

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

FWP

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

BFEC

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

CDIA

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

Atlas Private Wealth Management's SLYG Position: Q2 2022 in Review

Atlas Private Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2022, closing a stake of 8,305 shares — an estimated $696K sold.

Atlas Private Wealth Management first reported a position in SLYG in Q4 2019 and held it in 10 quarters. The position peaked at $771K in Q4 2021. 352 funds tracked by Wall St. Rank hold SLYG as of Q2 2022.

Atlas Private Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Atlas Private Wealth Management sold 8,305 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2022, an estimated $696K.
Atlas Private Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and held it in 10 quarters.
Atlas Private Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $771K in Q4 2021.
352 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2022.

Based on Atlas Private Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.