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

FirstPurpose Wealth’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 Q1	$447K	Buy	5,327 +89	+2%	+$7.42K	0.16%	114
2023 Q4	$438K	Buy	5,238 +454	+9%	+$34.1K	0.17%	107
2023 Q3	$351K	Buy	4,784 +81	+2%	+$6.24K	0.15%	116
2023 Q2	$362K	Buy	4,703 +723	+18%	+$52.9K	0.16%	112
2023 Q1	$294K	Buy	3,980 +454	+13%	+$34.3K	0.14%	132
2022 Q4	$255K	Buy	3,526 +324	+10%	+$23.9K	0.14%	140
2022 Q3	$218K	Sell	3,202 -743	-19%	-$55.8K	0.14%	131
2022 Q2	$278K	Buy	+3,945	New	+$299K	0.19%	98
2022 Q1	–	Sell	-3,287	Closed	-$305K	–	156
2021 Q4	$305K	Buy	+3,287	New	+$300K	0.19%	96

Other funds holding SLYG

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FirstPurpose Wealth's SLYG Position: Q1 2024 in Review

FirstPurpose Wealth increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.7% in Q1 2024, buying an estimated $7.42K and bringing the position to 5,327 shares worth $447K. The position accounts for 0.16% of the portfolio, ranked #114.

FirstPurpose Wealth first reported a position in SLYG in Q4 2021 and has held it in 9 quarters since. 440 funds tracked by Wall St. Rank hold SLYG as of Q1 2024.

FirstPurpose Wealth held 5,327 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $447K as of Q1 2024.
FirstPurpose Wealth bought 89 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2024, an estimated $7.42K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.16% of FirstPurpose Wealth's portfolio in Q1 2024, its #114 holding.
FirstPurpose Wealth first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and has held it in 9 quarters since.
440 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.