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

Foresight 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	-13,385	Closed	-$912K	–	87
2022 Q3	$912K	Sell	13,385 -302	-2%	-$22.7K	0.21%	40
2022 Q2	$965K	Buy	13,687 +171	+1%	+$13K	0.2%	45
2022 Q1	$1.13M	Sell	13,516 -43	-0.3%	-$3.63K	0.21%	40
2021 Q4	$1.26M	Sell	13,559 -23	-0.2%	-$2.1K	0.02%	36
2021 Q3	$1.18M	Sell	13,582 -67	-0.5%	-$5.91K	0.24%	35
2021 Q2	$1.21M	Sell	13,649 -145	-1%	-$12.6K	0.27%	37
2021 Q1	$1.18M	Sell	13,794 -428	-3%	-$36.4K	0.3%	37
2020 Q4	$1.09M	Sell	14,222 -134	-0.9%	-$9.14K	0.29%	37
2020 Q3	$847K	Sell	14,356 -205	-1%	-$12.3K	0.28%	43
2020 Q2	$827K	Sell	14,561 -547	-4%	-$28.5K	0.38%	41
2020 Q1	$698K	Buy	15,108 +441	+3%	+$26K	0.48%	41
2019 Q4	$946K	Buy	14,667 +241	+2%	+$14.9K	0.58%	37
2019 Q3	$860K	Sell	14,426 -136	-0.9%	-$8.21K	0.62%	39
2019 Q2	$887K	Buy	14,562 +782	+6%	+$47K	0.67%	36
2019 Q1	$823K	Buy	13,780 +757	+6%	+$44.7K	0.71%	40
2018 Q4	$702K	Buy	+13,023	New	+$776K	0.75%	39

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Foresight Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2022, closing a stake of 13,385 shares — an estimated $912K sold.

Foresight Wealth Management first reported a position in SLYG in Q4 2018 and held it in 16 quarters. The position peaked at $1.26M in Q4 2021. 368 funds tracked by Wall St. Rank hold SLYG as of Q4 2022.

Foresight 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.
Foresight Wealth Management sold 13,385 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2022, an estimated $912K.
Foresight Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 16 quarters.
Foresight Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.26M in Q4 2021.
368 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2022.

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