Heritage Wealth Management (Arizona)’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$140K	Buy	1,942 +971	+100%	+$71.5K	0.02%	371
2022 Q3	$66K	Buy	971 +238	+32%	+$17.9K	0.02%	369
2022 Q2	$51.7K	Sell	733 -84	-10%	-$6.38K	0.02%	414
2022 Q1	$68K	Buy	+817	New	+$68.9K	0.02%	424
2021 Q3	$88K	Sell	1,011 -446	-31%	-$39.3K	0.03%	366
2021 Q2	$129K	Sell	1,457 -216	-13%	-$18.8K	0.05%	294
2021 Q1	$144K	Buy	+1,673	New	+$142K	0.08%	204

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SLYG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 100% in Q4 2022, buying an estimated $71.5K and bringing the position to 1,942 shares worth $140K. The position accounts for 0.02% of the portfolio, ranked #371.

Heritage Wealth Management (Arizona) first reported a position in SLYG in Q1 2021 and has held it in 7 quarters since. The position peaked at $144K in Q1 2021. 368 funds tracked by Wall St. Rank hold SLYG as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,942 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $140K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 971 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2022, an estimated $71.5K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #371 holding.
Heritage Wealth Management (Arizona) first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $144K in Q1 2021.
368 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.