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

Aurora Private Wealth’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 Q4	–	Sell	-10,053	Closed	-$685K	–	175
2022 Q3	$685K	Sell	10,053 -56	-0.6%	-$4.2K	0.32%	52
2022 Q2	$713K	Sell	10,109 -33	-0.3%	-$2.5K	0.32%	55
2022 Q1	$850K	Hold	10,142	–	–	0.35%	55
2021 Q4	$941K	Hold	10,142	–	–	0.41%	48
2021 Q3	$884K	Hold	10,142	–	–	0.36%	60
2021 Q2	$900K	Sell	10,142 -121	-1%	-$10.5K	0.36%	62
2021 Q1	$881K	Sell	10,263 -38,077	-79%	-$3.24M	0.37%	61
2020 Q4	$3.69M	Sell	48,340 -9,545	-16%	-$651K	1.56%	13
2020 Q3	$3.42M	Buy	57,885 +2,040	+4%	+$122K	1.46%	14
2020 Q2	$3.17M	Sell	55,845 -38,163	-41%	-$1.99M	1.46%	15
2020 Q1	$4.34M	Buy	94,008 +46,370	+97%	+$2.74M	1.53%	11
2019 Q4	$3.07M	Buy	+47,638	New	+$2.94M	1.09%	16

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Aurora Private Wealth's SLYG Position: Q4 2022 in Review

Aurora Private Wealth sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2022, closing a stake of 10,053 shares — an estimated $685K sold.

Aurora Private Wealth first reported a position in SLYG in Q4 2019 and held it in 12 quarters. The position peaked at $4.34M in Q1 2020. 368 funds tracked by Wall St. Rank hold SLYG as of Q4 2022.

Aurora Private Wealth reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Aurora Private Wealth sold 10,053 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2022, an estimated $685K.
Aurora Private Wealth first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and held it in 12 quarters.
Aurora Private Wealth's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $4.34M in Q1 2020.
368 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2022.

Based on Aurora Private Wealth's 13F filing for Q4 2022, filed 13 Jan 2023.