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Bell Rock Capital’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Bell Rock Capital’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
Q3 		– Sell
-3,282
Closed -$231K – 113
2022
Q2 		$231K Buy
+3,282
New +$249K 0.18% 31

Other funds holding SLYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Bell Rock Capital's SLYG Position: Q3 2022 in Review

Bell Rock Capital sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2022, closing a stake of 3,282 shares — an estimated $231K sold.

Bell Rock Capital first reported a position in SLYG in Q2 2022 and held it in 1 quarter. The position peaked at $231K in Q2 2022. 336 funds tracked by Wall St. Rank hold SLYG as of Q3 2022.

  • Bell Rock Capital reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Bell Rock Capital sold 3,282 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2022, an estimated $231K.
  • Bell Rock Capital first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Bell Rock Capital's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $231K in Q2 2022.
  • 336 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.