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

Harborview 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
2021 Q3	$3.41M	Sell	39,152 -426	-1%	-$37.6K	1.91%	13
2021 Q2	$3.51M	Buy	39,578 +2,475	+7%	+$216K	1.97%	13
2021 Q1	$3.19M	Sell	37,103 -1,789	-5%	-$152K	1.93%	13
2020 Q4	$2.97M	Sell	38,892 -3,072	-7%	-$210K	1.99%	14
2020 Q3	$2.48M	Sell	41,964 -3,327	-7%	-$199K	1.89%	13
2020 Q2	$2.57M	Sell	45,291 -2,956	-6%	-$154K	2.13%	12
2020 Q1	$2.23M	Sell	48,247 -5,238	-10%	-$309K	2.22%	10
2019 Q4	$3.45M	Sell	53,485 -2,505	-4%	-$155K	2.65%	11
2019 Q3	$3.34M	Sell	55,990 -62	-0.1%	-$3.74K	2.68%	11
2019 Q2	$3.41M	Buy	56,052 +3,978	+8%	+$239K	2.76%	12
2019 Q1	$3.11M	Sell	52,074 -10	-0%	-$591	2.69%	12
2018 Q4	$2.81M	Buy	52,084 +1,478	+3%	+$88K	3.29%	11
2018 Q3	$3.42M	Sell	50,606 -4,517	-8%	-$304K	3.47%	10
2018 Q2	$3.48M	Sell	55,123 -2,653	-5%	-$163K	3.21%	11
2018 Q1	$3.36M	Sell	57,776 -1,984	-3%	-$116K	3.19%	11
2017 Q4	$3.4M	Buy	+59,760	New	+$3.45M	3.25%	11

Other funds holding SLYG

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

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

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

CDIA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harborview Advisors's SLYG Position: Q3 2021 in Review

Harborview Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.1% in Q3 2021, selling an estimated $37.6K and leaving 39,152 shares worth $3.41M. The position accounts for 1.91% of the portfolio, ranked #13.

Harborview Advisors first reported a position in SLYG in Q4 2017 and has held it in 16 quarters since. The position peaked at $3.51M in Q2 2021. 309 funds tracked by Wall St. Rank hold SLYG as of Q3 2021.

Harborview Advisors held 39,152 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.41M as of Q3 2021.
Harborview Advisors sold 426 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2021, an estimated $37.6K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 1.91% of Harborview Advisors's portfolio in Q3 2021, its #13 holding.
Harborview Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and has held it in 16 quarters since.
Harborview Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.51M in Q2 2021.
309 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.