Horizon Family Wealth’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Horizon Family Wealth’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
2023 Q2	–	Sell	-6,646	Closed	-$490K	–	66
2023 Q1	$490K	Sell	6,646 -3,046	-31%	-$230K	0.52%	31
2022 Q4	$700K	Sell	9,692 -589	-6%	-$43.4K	0.81%	23
2022 Q3	$700K	Sell	10,281 -498	-5%	-$37.4K	0.85%	24
2022 Q2	$760K	Buy	10,779 +52	+0.5%	+$3.95K	0.88%	25
2022 Q1	$899K	Buy	10,727 +956	+10%	+$80.7K	0.89%	27
2021 Q4	$907K	Buy	+9,771	New	+$891K	0.92%	26

Other funds holding SLYG

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

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

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

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

SEIA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

RIM

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Horizon Family Wealth's SLYG Position: Q2 2023 in Review

Horizon Family Wealth sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2023, closing a stake of 6,646 shares — an estimated $490K sold.

Horizon Family Wealth first reported a position in SLYG in Q4 2021 and held it in 6 quarters. The position peaked at $907K in Q4 2021. 371 funds tracked by Wall St. Rank hold SLYG as of Q2 2023.

Horizon Family Wealth reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Horizon Family Wealth sold 6,646 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2023, an estimated $490K.
Horizon Family Wealth first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and held it in 6 quarters.
Horizon Family Wealth's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $907K in Q4 2021.
371 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2023.

Based on Horizon Family Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.