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Ford Financial Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-100,863
Closed -$7.29M – 87
2022
Q4 		$7.29M Buy
100,863
+861
+0.9% +$63.4K 2.88% 8
2022
Q3 		$6.81M Buy
100,002
+64,193
+179% +$4.82M 2.84% 8
2022
Q2 		$2.52M Buy
+35,809
New +$2.72M 1.03% 26

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Ford Financial Group's SLYG Position: Q1 2023 in Review

Ford Financial Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2023, closing a stake of 100,863 shares — an estimated $7.29M sold.

Ford Financial Group first reported a position in SLYG in Q2 2022 and held it in 3 quarters. The position peaked at $7.29M in Q4 2022. 364 funds tracked by Wall St. Rank hold SLYG as of Q1 2023.

  • Ford Financial Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 100,863 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2023, an estimated $7.29M.
  • Ford Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2022 and held it in 3 quarters.
  • Ford Financial Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $7.29M in Q4 2022.
  • 364 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.