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

Baystate 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
2023 Q4	$5.14K	Hold	61	–	–	﹤0.01%	881
2023 Q3	$4.49K	Hold	61	–	–	﹤0.01%	701
2023 Q2	$4.7K	Buy	61 +1	+2%	+$73	﹤0.01%	710
2023 Q1	$4.49K	Sell	60 -14	-19%	-$1.06K	﹤0.01%	706
2022 Q4	$5K	Hold	74	–	–	﹤0.01%	695
2022 Q3	$5K	Sell	74 -63	-46%	-$4.73K	﹤0.01%	652
2022 Q2	$10K	Hold	137	–	–	﹤0.01%	565
2022 Q1	$11K	Buy	+137	New	+$11.6K	﹤0.01%	571

Other funds holding SLYG

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

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

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

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

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

SEIA

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

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

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

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

Baystate Wealth Management's SLYG Position: Q4 2023 in Review

Baystate Wealth Management held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q4 2023 at 61 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #881.

Baystate Wealth Management first reported a position in SLYG in Q1 2022 and has held it in 8 quarters since. The position peaked at $11K in Q1 2022. 427 funds tracked by Wall St. Rank hold SLYG as of Q4 2023.

Baystate Wealth Management held 61 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $5.14K as of Q4 2023.
Baystate Wealth Management left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q4 2023.
State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #881 holding.
Baystate Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2022 and has held it in 8 quarters since.
Baystate Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $11K in Q1 2022.
427 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.