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

CIC Wealth’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
2024 Q3	$202K	Buy	+2,172	New	+$196K	0.05%	171

Other funds holding SLYG

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CIC Wealth's SLYG Position: Q3 2024 in Review

CIC Wealth opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2024: 2,172 shares worth $202K. The stake represents 0.05% of the portfolio and ranks #171 among its holdings.

464 funds tracked by Wall St. Rank hold SLYG as of Q3 2024.

CIC Wealth held 2,172 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $202K as of Q3 2024.
State Street SPDR S&P 600 Small Cap Growth ETF was a new CIC Wealth position in Q3 2024.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.05% of CIC Wealth's portfolio in Q3 2024, its #171 holding.
464 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.