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

Castle Wealth 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
2022
Q4 		– Sell
-746
Closed -$51K – 546
2022
Q3 		$51K Hold
746
– – 0.03% 212
2022
Q2 		$53K Buy
+746
New +$56.6K 0.03% 204

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Castle Wealth Management's SLYG Position: Q4 2022 in Review

Castle Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2022, closing a stake of 746 shares — an estimated $51K sold.

Castle Wealth Management first reported a position in SLYG in Q2 2022 and held it in 2 quarters. The position peaked at $53K in Q2 2022. 368 funds tracked by Wall St. Rank hold SLYG as of Q4 2022.

  • Castle Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 746 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2022, an estimated $51K.
  • Castle Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $53K in Q2 2022.
  • 368 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.