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

Clearview Wealth Advisors’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 Q3	–	Sell	-110	Closed	-$8.47K	–	543
2023 Q2	$8.47K	Hold	110	–	–	0.01%	383
2023 Q1	$8.11K	Hold	110	–	–	0.01%	395
2022 Q4	$7.95K	Hold	110	–	–	0.01%	356
2022 Q3	$7K	Hold	110	–	–	0.01%	384
2022 Q2	$8K	Hold	110	–	–	0.01%	390
2022 Q1	$9K	Hold	110	–	–	0.01%	402
2021 Q4	$10K	Hold	110	–	–	0.01%	424
2021 Q3	$10K	Hold	110	–	–	0.01%	427
2021 Q2	$10K	Hold	110	–	–	0.01%	429
2021 Q1	$9K	Hold	110	–	–	0.01%	425
2020 Q4	$8K	Buy	+110	New	+$7.51K	0.01%	406

Other funds holding SLYG

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

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

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

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

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

SEIA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Clearview Wealth Advisors's SLYG Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2023, closing a stake of 110 shares — an estimated $8.47K sold.

Clearview Wealth Advisors first reported a position in SLYG in Q4 2020 and held it in 11 quarters. The position peaked at $10K in Q4 2021. 381 funds tracked by Wall St. Rank hold SLYG as of Q3 2023.

Clearview Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 110 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2023, an estimated $8.47K.
Clearview Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $10K in Q4 2021.
381 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.