CFFP
SLYG icon

Center for Financial Planning’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Center for Financial Planning’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
-37
Closed -$3K – 645
2022
Q3 		$3K Buy
+37
New +$2.78K ﹤0.01% 493

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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Center for Financial Planning's SLYG Position: Q4 2022 in Review

Center for Financial Planning sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2022, closing a stake of 37 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in SLYG in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 369 funds tracked by Wall St. Rank hold SLYG as of Q4 2022.

  • Center for Financial Planning reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 37 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3K in Q3 2022.
  • 369 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.