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Stock index based on fund manager consensus updated each quarter
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AW
Avion Wealth’s
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
Stock Holding History
Avion Wealth’s Portfolio
SLYG Stock Details
SLYG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Hold
0
–
–
–
1075
Other funds holding SLYG
LPL Financial
San Diego, California
$445B AUM
25.58%
1-Year Est. Return
Citigroup
New York
$303B AUM
53.02%
1-Year Est. Return
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
Stifel Financial
St. Louis, Missouri
$120B AUM
27.84%
1-Year Est. Return
HTC
Haverford Trust Company
Radnor, Pennsylvania
$11.6B AUM
18.97%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$495B AUM
43.24%
1-Year Est. Return
NP
NorthRock Partners
Minneapolis, Minnesota
$6.89B AUM
19.83%
1-Year Est. Return
BFEC
Benjamin F. Edwards & Company
St. Louis, Missouri
$5.69B AUM
15.37%
1-Year Est. Return
RA
Rodgers & Associates
Lancaster, Pennsylvania
$1.1B AUM
20.77%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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