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

Colonial Trust 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
2024
Q2 		– Sell
-189
Closed -$16.5K – 987
2024
Q1 		$16.5K Buy
+189
New +$15.8K ﹤0.01% 510

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Colonial Trust Advisors's SLYG Position: Q2 2024 in Review

Colonial Trust Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2024, closing a stake of 189 shares — an estimated $16.5K sold.

Colonial Trust Advisors first reported a position in SLYG in Q1 2024 and held it in 1 quarter. The position peaked at $16.5K in Q1 2024. 441 funds tracked by Wall St. Rank hold SLYG as of Q2 2024.

  • Colonial Trust Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 189 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2024, an estimated $16.5K.
  • Colonial Trust Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $16.5K in Q1 2024.
  • 441 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.