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FWM
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
Shares
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
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1-Year Est. Return
SEIA
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$5.56B AUM
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1-Year Est. Return
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$432B AUM
30.22%
1-Year Est. Return
NP
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Minneapolis, Minnesota
$6.2B AUM
15.8%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
RA
Rodgers & Associates
Lancaster, Pennsylvania
$982M AUM
15.11%
1-Year Est. Return
AssetMark Inc
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$49B AUM
17.78%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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