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

CM 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
-236
Closed -$18.9K – 156
2023
Q2 		$18.9K Buy
+236
New +$17.3K 0.01% 160

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

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

CM Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2023, closing a stake of 236 shares — an estimated $18.9K sold.

CM Wealth Advisors first reported a position in SLYG in Q2 2023 and held it in 1 quarter. The position peaked at $18.9K in Q2 2023. 382 funds tracked by Wall St. Rank hold SLYG as of Q3 2023.

  • CM 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.
  • CM Wealth Advisors sold 236 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2023, an estimated $18.9K.
  • CM Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2023 and held it in 1 quarter.
  • CM Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $18.9K in Q2 2023.
  • 382 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2023.

Based on CM Wealth Advisors's 13F filing for Q3 2023, filed 16 Nov 2023.