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

Curi Wealth Management’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
2022 Q3	–	Sell	-58	Closed	-$4K	–	609
2022 Q2	$4K	Hold	58	–	–	﹤0.01%	478
2022 Q1	$4K	Hold	58	–	–	﹤0.01%	432
2021 Q4	$5K	Buy	+58	New	+$5.29K	﹤0.01%	382
2021 Q1	–	Sell	-32	Closed	-$2K	–	421
2020 Q4	$2K	Buy	+32	New	+$2.18K	﹤0.01%	341

Other funds holding SLYG

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

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

Curi Wealth Management's SLYG Position: Q3 2022 in Review

Curi Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2022, closing a stake of 58 shares — an estimated $4K sold.

Curi Wealth Management first reported a position in SLYG in Q4 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2021. 335 funds tracked by Wall St. Rank hold SLYG as of Q3 2022.

Curi Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 58 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2022, an estimated $4K.
Curi Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $5K in Q4 2021.
335 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.