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Beaumont Financial Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Beaumont Financial Advisors’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
Q1 		– Sell
-3,515
Closed -$254K – 336
2022
Q4 		$254K Buy
+3,515
New +$259K 0.03% 276

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Beaumont Financial Advisors's SLYG Position: Q1 2023 in Review

Beaumont Financial Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2023, closing a stake of 3,515 shares — an estimated $254K sold.

Beaumont Financial Advisors first reported a position in SLYG in Q4 2022 and held it in 1 quarter. The position peaked at $254K in Q4 2022. 364 funds tracked by Wall St. Rank hold SLYG as of Q1 2023.

  • Beaumont Financial Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Beaumont Financial Advisors sold 3,515 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2023, an estimated $254K.
  • Beaumont Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Beaumont Financial Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $254K in Q4 2022.
  • 364 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2023.

Based on Beaumont Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.