Cooper Financial Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Cooper Financial Group’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 Q1	–	Sell	-4,675	Closed	-$391K	–	371
2023 Q4	$391K	Buy	4,675 +190	+4%	+$14.3K	0.07%	241
2023 Q3	$329K	Buy	+4,485	New	+$346K	0.08%	252
2019 Q4	–	Sell	-20,247	Closed	-$1.21M	–	163
2019 Q3	$1.21M	Buy	20,247 +1,038	+5%	+$62.6K	0.54%	28
2019 Q2	$1.17M	Sell	19,209 -34,371	-64%	-$2.07M	0.57%	29
2019 Q1	$3.2M	Buy	53,580 +3,750	+8%	+$222K	1.76%	15
2018 Q4	$2.69M	Buy	+49,830	New	+$2.97M	1.82%	14

Other funds holding SLYG

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

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

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

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

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

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Cooper Financial Group's SLYG Position: Q1 2024 in Review

Cooper Financial Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2024, closing a stake of 4,675 shares — an estimated $391K sold.

Cooper Financial Group first reported a position in SLYG in Q4 2018 and held it in 6 quarters. The position peaked at $3.2M in Q1 2019. 441 funds tracked by Wall St. Rank hold SLYG as of Q1 2024.

Cooper Financial Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Cooper Financial Group sold 4,675 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2024, an estimated $391K.
Cooper Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 6 quarters.
Cooper Financial Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.2M in Q1 2019.
441 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2024.

Based on Cooper Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.