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

Freedman Financial Associates’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 Q2	–	Sell	-484	Closed	-$41K	–	352
2022 Q1	$41K	Hold	484	–	–	0.03%	226
2021 Q4	$45K	Hold	484	–	–	0.03%	216
2021 Q3	$42K	Hold	484	–	–	0.03%	220
2021 Q2	$43K	Hold	484	–	–	0.03%	214
2021 Q1	$42K	Hold	484	–	–	0.03%	217
2020 Q4	$37K	Buy	+484	New	+$33K	0.03%	223

Other funds holding SLYG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SEIA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

Freedman Financial Associates's SLYG Position: Q2 2022 in Review

Freedman Financial Associates sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2022, closing a stake of 484 shares — an estimated $41K sold.

Freedman Financial Associates first reported a position in SLYG in Q4 2020 and held it in 6 quarters. The position peaked at $45K in Q4 2021. 352 funds tracked by Wall St. Rank hold SLYG as of Q2 2022.

Freedman Financial Associates reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 484 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2022, an estimated $41K.
Freedman Financial Associates first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $45K in Q4 2021.
352 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.