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

Fortune Financial Advisors’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 		– Sell
-3,589
Closed -$300K – 138
2023
Q4 		$300K Sell
3,589
-668
-16% -$50.1K 0.21% 100
2023
Q3 		$312K Buy
4,257
+237
+6% +$18.3K 0.24% 92
2023
Q2 		$309K Buy
+4,020
New +$294K 0.23% 91

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
Stifel Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
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
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Fortune Financial Advisors's SLYG Position: Q1 2024 in Review

Fortune Financial Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2024, closing a stake of 3,589 shares — an estimated $300K sold.

Fortune Financial Advisors first reported a position in SLYG in Q2 2023 and held it in 3 quarters. The position peaked at $312K in Q3 2023. 440 funds tracked by Wall St. Rank hold SLYG as of Q1 2024.

  • Fortune Financial Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Fortune Financial Advisors sold 3,589 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2024, an estimated $300K.
  • Fortune Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2023 and held it in 3 quarters.
  • Fortune Financial Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $312K in Q3 2023.
  • 440 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2024.

Based on Fortune Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.