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

BMS 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
Q2 		$1.86M Buy
+24,220
New +$1.77M 1.22% 22

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 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
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

BMS Financial Advisors's SLYG Position: Q2 2023 in Review

BMS Financial Advisors opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2023: 24,220 shares worth $1.86M. The stake represents 1.22% of the portfolio and ranks #22 among its holdings.

371 funds tracked by Wall St. Rank hold SLYG as of Q2 2023.

  • BMS Financial Advisors held 24,220 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.86M as of Q2 2023.
  • State Street SPDR S&P 600 Small Cap Growth ETF was a new BMS Financial Advisors position in Q2 2023.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.22% of BMS Financial Advisors's portfolio in Q2 2023, its #22 holding.
  • 371 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.