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

Global Wealth Management Investment Advisory’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	-8	Closed	-$669	–	383
2023 Q4	$669	Hold	8	–	–	﹤0.01%	437
2023 Q3	$586	Hold	8	–	–	﹤0.01%	439
2023 Q2	$616	Buy	+8	New	+$585	﹤0.01%	437
2022 Q3	–	Sell	-8	Closed	-$1K	–	414
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	477
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	469
2021 Q4	$1K	Hold	8	–	–	﹤0.01%	435
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	448
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	422
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	446
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	444
2020 Q3	$0	Hold	8	–	–	﹤0.01%	601
2020 Q2	$0	Hold	8	–	–	﹤0.01%	665
2020 Q1	$0	Hold	8	–	–	﹤0.01%	657
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	575
2019 Q3	$0	Hold	8	–	–	﹤0.01%	716
2019 Q2	$0	Hold	8	–	–	﹤0.01%	776
2019 Q1	$0	Hold	8	–	–	﹤0.01%	756
2018 Q4	$0	Buy	+8	New	+$476	﹤0.01%	722

Other funds holding SLYG

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Global Wealth Management Investment Advisory's SLYG Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2024, closing a stake of 8 shares — an estimated $669 sold.

Global Wealth Management Investment Advisory first reported a position in SLYG in Q4 2018 and held it in 18 quarters. The position peaked at $1K in Q2 2022. 440 funds tracked by Wall St. Rank hold SLYG as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 8 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2024, an estimated $669.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1K in Q2 2022.
440 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.