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

Drive 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
2024
Q2 		– Sell
-2,299
Closed -$201K – 335
2024
Q1 		$201K Sell
2,299
-544
-19% -$45.3K 0.06% 290
2023
Q4 		$238K Sell
2,843
-1,694
-37% -$127K 0.08% 243
2023
Q3 		$332K Sell
4,537
-928
-17% -$71.5K 0.12% 158
2023
Q2 		$421K Sell
5,465
-1,189
-18% -$86.9K 0.16% 131
2023
Q1 		$491K Sell
6,654
-11
-0.2% -$830 0.21% 121
2022
Q4 		$482K Buy
+6,665
New +$491K 0.24% 99

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

Drive Wealth Management's SLYG Position: Q2 2024 in Review

Drive Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2024, closing a stake of 2,299 shares — an estimated $201K sold.

Drive Wealth Management first reported a position in SLYG in Q4 2022 and held it in 6 quarters. The position peaked at $491K in Q1 2023. 441 funds tracked by Wall St. Rank hold SLYG as of Q2 2024.

  • Drive Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Drive Wealth Management sold 2,299 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2024, an estimated $201K.
  • Drive Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and held it in 6 quarters.
  • Drive Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $491K in Q1 2023.
  • 441 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2024.

Based on Drive Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.