EisnerAmper Wealth Management Corporate Benefits’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.8M | Sell |
33,428
-3,485
| -9% | -$261K | 1.02% | 26 |
|
|
2023
Q3 | $2.71M | Buy |
36,913
+270
| +0.7% | +$20.8K | 1.21% | 29 |
|
|
2023
Q2 | $2.82M | Sell |
36,643
-498
| -1% | -$36.4K | 1.35% | 24 |
|
|
2023
Q1 | $2.74M | Sell |
37,141
-2,799
| -7% | -$211K | 1.32% | 25 |
|
|
2022
Q4 | $2.88M | Buy |
39,940
+408
| +1% | +$30K | 1.47% | 20 |
|
|
2022
Q3 | $2.69M | Sell |
39,532
-174
| -0.4% | -$13.1K | 1.53% | 24 |
|
|
2022
Q2 | $2.8M | Buy |
39,706
+1,433
| +4% | +$109K | 1.49% | 23 |
|
|
2022
Q1 | $3.21M | Sell |
38,273
-930
| -2% | -$78.5K | 1.54% | 21 |
|
|
2021
Q4 | $3.64M | Buy |
39,203
+568
| +1% | +$51.8K | 1.66% | 19 |
|
|
2021
Q3 | $3.37M | Buy |
38,635
+352
| +0.9% | +$31.1K | 1.69% | 18 |
|
|
2021
Q2 | $3.4M | Sell |
38,283
-335
| -0.9% | -$29.2K | 1.71% | 19 |
|
|
2021
Q1 | $3.31M | Sell |
38,618
-369
| -0.9% | -$31.4K | 1.79% | 17 |
|
|
2020
Q4 | $2.98M | Buy |
38,987
+65
| +0.2% | +$4.44K | 1.7% | 19 |
|
|
2020
Q3 | $2.3M | Sell |
38,922
-328
| -0.8% | -$19.6K | 1.51% | 22 |
|
|
2020
Q2 | $2.23M | Buy |
39,250
+2,504
| +7% | +$131K | 1.52% | 18 |
|
|
2020
Q1 | $1.7M | Sell |
36,746
-3,187
| -8% | -$188K | 1.15% | 20 |
|
|
2019
Q4 | $2.58M | Sell |
39,933
-34
| -0.1% | -$2.1K | 1.77% | 15 |
|
|
2019
Q3 | $2.38M | Buy |
39,967
+1,171
| +3% | +$70.6K | 1.73% | 16 |
|
|
2019
Q2 | $2.36M | Buy |
38,796
+1,030
| +3% | +$61.9K | 1.76% | 16 |
|
|
2019
Q1 | $2.25M | Buy |
37,766
+864
| +2% | +$51.1K | 1.68% | 16 |
|
|
2018
Q4 | $1.99M | Buy |
36,902
+696
| +2% | +$41.5K | 1.72% | 16 |
|
|
2018
Q3 | $2.44M | Buy |
36,206
+139
| +0.4% | +$9.34K | 1.89% | 15 |
|
|
2018
Q2 | $2.28M | Buy |
36,067
+575
| +2% | +$35.3K | 1.85% | 16 |
|
|
2018
Q1 | $2.06M | Buy |
35,492
+116
| +0.3% | +$6.75K | 1.73% | 15 |
|
|
2017
Q4 | $2.01M | Buy |
35,376
+184
| +0.5% | +$10.6K | 1.63% | 17 |
|
|
2017
Q3 | $2M | Sell |
35,192
-2,860
| -8% | -$155K | 1.72% | 16 |
|
|
2017
Q2 | $2.06M | Sell |
38,052
-1,680
| -4% | -$89.7K | 1.77% | 16 |
|
|
2017
Q1 | $2.11M | Buy |
39,732
+3,788
| +11% | +$199K | 1.83% | 15 |
|
|
2016
Q4 | $1.87M | Sell |
35,944
-928
| -3% | -$45.4K | 1.6% | 16 |
|
|
2016
Q3 | $1.75M | Buy |
36,872
+320
| +0.9% | +$15K | 1.5% | 16 |
|
|
2016
Q2 | $1.63M | Buy |
36,552
+348
| +1% | +$15.2K | 1.49% | 16 |
|
|
2016
Q1 | $1.56M | Buy |
36,204
+388
| +1% | +$15.7K | 1.48% | 16 |
|
|
2015
Q4 | $1.54M | Sell |
35,816
-1,580
| -4% | -$72.2K | 1.52% | 16 |
|
|
2015
Q3 | $1.63M | Sell |
37,396
-2,404
| -6% | -$112K | 1.15% | 17 |
|
|
2015
Q2 | $1.89M | Sell |
39,800
-25,912
| -39% | -$1.23M | 1.46% | 13 |
|
|
2015
Q1 | $3.1M | Buy |
65,712
+56
| +0.1% | +$2.54K | 2.35% | 10 |
|
|
2014
Q4 | $2.92M | Buy |
+65,656
| New | +$2.88M | 2.32% | 12 |
|
Other funds holding SLYG
SEIA
NP
HTC
EisnerAmper Wealth Management Corporate Benefits's SLYG Position: Q4 2023 in Review
EisnerAmper Wealth Management Corporate Benefits reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 9.4% in Q4 2023, selling an estimated $261K and leaving 33,428 shares worth $2.8M. The position accounts for 1.02% of the portfolio, ranked #26.
EisnerAmper Wealth Management Corporate Benefits first reported a position in SLYG in Q4 2014 and has held it in 37 quarters since. The position peaked at $3.64M in Q4 2021. 427 funds tracked by Wall St. Rank hold SLYG as of Q4 2023.
- EisnerAmper Wealth Management Corporate Benefits held 33,428 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.8M as of Q4 2023.
- EisnerAmper Wealth Management Corporate Benefits sold 3,485 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2023, an estimated $261K.
- State Street SPDR S&P 600 Small Cap Growth ETF made up 1.02% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #26 holding.
- EisnerAmper Wealth Management Corporate Benefits first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2014 and has held it in 37 quarters since.
- EisnerAmper Wealth Management Corporate Benefits's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.64M in Q4 2021.
- 427 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2023.
Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.