CX Institutional’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

CX Institutional’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 Q1	–	Sell	-37,590	Closed	-$2.72M	–	577
2022 Q4	$2.72M	Sell	37,590 -5,302	-12%	-$390K	0.17%	170
2022 Q3	$2.92M	Buy	42,892 +11,505	+37%	+$864K	0.2%	125
2022 Q2	$2.21M	Buy	31,387 +22,521	+254%	+$1.71M	0.17%	157
2022 Q1	$743K	Buy	+8,866	New	+$748K	0.06%	241

Other funds holding SLYG

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

SEIA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

CX Institutional's SLYG Position: Q1 2023 in Review

CX Institutional sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2023, closing a stake of 37,590 shares — an estimated $2.72M sold.

CX Institutional first reported a position in SLYG in Q1 2022 and held it in 4 quarters. The position peaked at $2.92M in Q3 2022. 363 funds tracked by Wall St. Rank hold SLYG as of Q1 2023.

CX Institutional reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
CX Institutional sold 37,590 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2023, an estimated $2.72M.
CX Institutional first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2022 and held it in 4 quarters.
CX Institutional's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $2.92M in Q3 2022.
363 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2023.

Based on CX Institutional's 13F filing for Q1 2023, filed 4 May 2023.