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

Belpointe Asset 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
2024
Q2 		– Sell
-6,869
Closed -$599K – 924
2024
Q1 		$599K Buy
6,869
+2,099
+44% +$175K 0.04% 391
2023
Q4 		$399K Buy
+4,770
New +$358K 0.04% 434
2023
Q2 		– Sell
-3,379
Closed -$249K – 2930
2023
Q1 		$249K Buy
3,379
+108
+3% +$8.15K 0.01% 834
2022
Q4 		$236K Sell
3,271
-195
-6% -$14.4K 0.01% 819
2022
Q3 		$236K Buy
3,466
+169
+5% +$12.7K 0.02% 768
2022
Q2 		$233K Sell
3,297
-234
-7% -$17.8K 0.02% 765
2022
Q1 		$296K Sell
3,531
-4
-0.1% -$337 0.02% 728
2021
Q4 		$329K Buy
3,535
+1,771
+100% +$161K 0.02% 670
2021
Q3 		$154K Sell
1,764
-98
-5% -$8.65K 0.01% 969
2021
Q2 		$165K Buy
1,862
+341
+22% +$29.7K 0.01% 913
2021
Q1 		$131K Sell
1,521
-30
-2% -$2.55K 0.01% 902
2020
Q4 		$119K Buy
+1,551
New +$106K 0.01% 891
2018
Q4 		– Sell
-2,272
Closed -$153K – 614
2018
Q3 		$153K Buy
+2,272
New +$153K 0.02% 522

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Ameriprise
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Belpointe Asset Management's SLYG Position: Q2 2024 in Review

Belpointe Asset Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2024, closing a stake of 6,869 shares — an estimated $599K sold.

Belpointe Asset Management first reported a position in SLYG in Q3 2018 and held it in 13 quarters. The position peaked at $599K in Q1 2024. 442 funds tracked by Wall St. Rank hold SLYG as of Q2 2024.

  • Belpointe Asset Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 6,869 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2024, an estimated $599K.
  • Belpointe Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2018 and held it in 13 quarters.
  • Belpointe Asset Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $599K in Q1 2024.
  • 442 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2024.

Based on Belpointe Asset Management's 13F filing for Q2 2024, filed 2 Aug 2024.