First Command Financial Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

First Command Financial Services’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 Q2	$139K	Sell	1,810 -20	-1%	-$1.46K	0.01%	162
2023 Q1	$135K	Hold	1,830	–	–	0.01%	158
2022 Q4	$132K	Hold	1,830	–	–	0.02%	158
2022 Q3	$125K	Sell	1,830 -1,150	-39%	-$86.3K	0.02%	155
2022 Q2	$210K	Sell	2,980 -106	-3%	-$8.05K	0.03%	121
2022 Q1	$259K	Hold	3,086	–	–	0.04%	124
2021 Q4	$286K	Sell	3,086 -620	-17%	-$56.5K	0.04%	114
2021 Q3	$323K	Sell	3,706 -214	-5%	-$18.9K	0.06%	112
2021 Q2	$348K	Sell	3,920 -2,750	-41%	-$240K	0.04%	105
2021 Q1	$572K	Hold	6,670	–	–	0.12%	74
2020 Q4	$509K	Hold	6,670	–	–	0.12%	72
2020 Q3	$394K	Hold	6,670	–	–	0.11%	78
2020 Q2	$379K	Sell	6,670 -2,065	-24%	-$108K	0.12%	77
2020 Q1	$403K	Buy	8,735 +2,180	+33%	+$129K	0.22%	71
2019 Q4	$423K	Buy	6,555 +2,190	+50%	+$135K	0.2%	78
2019 Q3	$260K	Buy	4,365 +375	+9%	+$22.6K	0.13%	100
2019 Q2	$243K	Buy	3,990 +1,150	+40%	+$69.1K	0.12%	106
2019 Q1	$170K	Sell	2,840 -165	-5%	-$9.75K	0.08%	124
2018 Q4	$163K	Sell	3,005 -75	-2%	-$4.47K	0.08%	117
2018 Q3	$208K	Hold	3,080	–	–	0.06%	112
2018 Q2	$194K	Hold	3,080	–	–	0.06%	116
2018 Q1	$179K	Buy	3,080 +800	+35%	+$46.6K	0.01%	116
2017 Q4	$130K	Buy	2,280 +240	+12%	+$13.8K	0.07%	127
2017 Q3	$116K	Sell	2,040 -708	-26%	-$38.3K	0.07%	126
2017 Q2	$149K	Buy	2,748 +528	+24%	+$28.2K	0.1%	113
2017 Q1	$118K	Sell	2,220 -380	-15%	-$20K	0.08%	118
2016 Q4	$135K	Buy	+2,600	New	+$127K	0.11%	109

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

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

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

SEIA

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

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

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

First Command Financial Services's SLYG Position: Q2 2023 in Review

First Command Financial Services reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.1% in Q2 2023, selling an estimated $1.46K and leaving 1,810 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #162.

First Command Financial Services first reported a position in SLYG in Q4 2016 and has held it in 27 quarters since. The position peaked at $572K in Q1 2021. 371 funds tracked by Wall St. Rank hold SLYG as of Q2 2023.

First Command Financial Services held 1,810 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $139K as of Q2 2023.
First Command Financial Services sold 20 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2023, an estimated $1.46K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of First Command Financial Services's portfolio in Q2 2023, its #162 holding.
First Command Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2016 and has held it in 27 quarters since.
First Command Financial Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $572K in Q1 2021.
371 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.