CWA
SLYG icon

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return