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Cape Investment Advisory’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Cape Investment Advisory’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 		– Sell
-410
Closed -$30K – 1207
2023
Q3 		$30K Hold
410
– – 0.02% 381
2023
Q2 		$31.6K Hold
410
– – 0.02% 365
2023
Q1 		$30.2K Buy
+410
New +$30.9K 0.02% 352

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
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
NP
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cape Investment Advisory's SLYG Position: Q4 2023 in Review

Cape Investment Advisory sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2023, closing a stake of 410 shares — an estimated $30K sold.

Cape Investment Advisory first reported a position in SLYG in Q1 2023 and held it in 3 quarters. The position peaked at $31.6K in Q2 2023. 427 funds tracked by Wall St. Rank hold SLYG as of Q4 2023.

  • Cape Investment Advisory reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Cape Investment Advisory sold 410 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2023, an estimated $30K.
  • Cape Investment Advisory first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2023 and held it in 3 quarters.
  • Cape Investment Advisory's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $31.6K in Q2 2023.
  • 427 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2023.

Based on Cape Investment Advisory's 13F filing for Q4 2023, filed 12 Feb 2024.