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

FormulaFolio Investments’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
2021
Q2 		$57K Hold
640
– – 0.02% 139
2021
Q1 		$54K Buy
+640
New +$54.4K 0.02% 137

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

FormulaFolio Investments's SLYG Position: Q2 2021 in Review

FormulaFolio Investments held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2021 at 640 shares worth $57K. The position accounts for 0.02% of the portfolio, ranked #139.

FormulaFolio Investments first reported a position in SLYG in Q1 2021 and has held it in 2 quarters since. 309 funds tracked by Wall St. Rank hold SLYG as of Q2 2021.

  • FormulaFolio Investments held 640 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $57K as of Q2 2021.
  • FormulaFolio Investments left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q2 2021.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #139 holding.
  • FormulaFolio Investments first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2021 and has held it in 2 quarters since.
  • 309 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.