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H.L. Ormond & Company’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

H.L. Ormond & Company’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
Q3 		$525K Sell
7,701
-597
-7% -$44.8K 0.84% 60
2022
Q2 		$585K Buy
8,298
+820
+11% +$62.2K 0.95% 54
2022
Q1 		$627K Sell
7,478
-11
-0.1% -$928 0.76% 62
2021
Q4 		$628K Buy
+7,489
New +$683K 0.74% 61

Other funds holding SLYG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

H.L. Ormond & Company's SLYG Position: Q3 2022 in Review

H.L. Ormond & Company reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 7.2% in Q3 2022, selling an estimated $44.8K and leaving 7,701 shares worth $525K. The position accounts for 0.84% of the portfolio, ranked #60.

H.L. Ormond & Company first reported a position in SLYG in Q4 2021 and has held it in 4 quarters since. The position peaked at $628K in Q4 2021. 336 funds tracked by Wall St. Rank hold SLYG as of Q3 2022.

  • H.L. Ormond & Company held 7,701 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $525K as of Q3 2022.
  • H.L. Ormond & Company sold 597 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2022, an estimated $44.8K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.84% of H.L. Ormond & Company's portfolio in Q3 2022, its #60 holding.
  • H.L. Ormond & Company first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • H.L. Ormond & Company's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $628K in Q4 2021.
  • 336 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2022.

Based on H.L. Ormond & Company's 13F filing for Q3 2022, filed 14 Nov 2022.