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

Executive 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 Q4	–	Sell	-5,373	Closed	-$5.37K	–	195
2022 Q3	$5.37K	Buy	+5,373	New	+$403K	0.75%	47
2021 Q4	–	Sell	-43,130	Closed	-$3.76M	–	206
2021 Q3	$3.76M	Buy	+43,130	New	+$3.8M	0.41%	72
2021 Q2	–	Sell	-35,976	Closed	-$3.09M	–	204
2021 Q1	$3.09M	Buy	35,976 +1,380	+4%	+$117K	0.36%	72
2020 Q4	$2.64M	Buy	+34,596	New	+$2.36M	0.32%	73
2019 Q3	–	Sell	-32	Closed	-$2K	–	674
2019 Q2	$2K	Hold	32	–	–	﹤0.01%	816
2019 Q1	$2K	Hold	32	–	–	﹤0.01%	747
2018 Q4	$2K	Buy	+32	New	+$1.91K	﹤0.01%	778

Other funds holding SLYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Executive Wealth Management's SLYG Position: Q4 2022 in Review

Executive Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2022, closing a stake of 5,373 shares — an estimated $5.37K sold.

Executive Wealth Management first reported a position in SLYG in Q4 2018 and held it in 7 quarters. The position peaked at $3.76M in Q3 2021. 369 funds tracked by Wall St. Rank hold SLYG as of Q4 2022.

Executive Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Executive Wealth Management sold 5,373 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2022, an estimated $5.37K.
Executive Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 7 quarters.
Executive Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.76M in Q3 2021.
369 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2022.

Based on Executive Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.