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

Evolution Wealth Advisors’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
Q1 		– Sell
-4,000
Closed -$371 – 144
2021
Q4 		$371 Buy
+4,000
New +$365K 0.06% 87

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 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

Evolution Wealth Advisors's SLYG Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2022, closing a stake of 4,000 shares — an estimated $371 sold.

Evolution Wealth Advisors first reported a position in SLYG in Q4 2021 and held it in 1 quarter. The position peaked at $371 in Q4 2021. 356 funds tracked by Wall St. Rank hold SLYG as of Q1 2022.

  • Evolution Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Evolution Wealth Advisors sold 4,000 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2022, an estimated $371.
  • Evolution Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $371 in Q4 2021.
  • 356 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.