Capital Advisory Group Advisory Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Capital Advisory Group Advisory Services’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	-15	Closed	-$1K	–	184
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	201
2022 Q1	$1K	Buy	+15	New	+$1.27K	﹤0.01%	503
2021 Q4	–	Sell	-15	Closed	-$1K	–	443
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	535
2021 Q2	$1K	Hold	15	–	–	﹤0.01%	528
2021 Q1	$1K	Hold	15	–	–	﹤0.01%	505
2020 Q4	$1K	Hold	15	–	–	﹤0.01%	516
2020 Q3	$1K	Hold	15	–	–	﹤0.01%	476
2020 Q2	$1K	Hold	15	–	–	﹤0.01%	449
2020 Q1	$1K	Hold	15	–	–	﹤0.01%	421
2019 Q4	$1K	Hold	15	–	–	﹤0.01%	193
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	427
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	411
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	409
2018 Q4	$1K	Buy	+15	New	+$893	﹤0.01%	386

Other funds holding SLYG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Capital Advisory Group Advisory Services's SLYG Position: Q3 2022 in Review

Capital Advisory Group Advisory Services sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2022, closing a stake of 15 shares — an estimated $1K sold.

Capital Advisory Group Advisory Services first reported a position in SLYG in Q4 2018 and held it in 14 quarters. The position peaked at $1K in Q2 2022. 335 funds tracked by Wall St. Rank hold SLYG as of Q3 2022.

Capital Advisory Group Advisory Services reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 15 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2022, an estimated $1K.
Capital Advisory Group Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 14 quarters.
Capital Advisory Group Advisory Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1K in Q2 2022.
335 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2022, filed 7 Nov 2022.