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ICA Group Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

ICA Group Wealth Management’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
Q2 		$2.58K Hold
30
– – ﹤0.01% 657
2024
Q1 		$2.62K Hold
30
– – ﹤0.01% 1141
2023
Q4 		$2.51K Buy
+30
New +$2.25K ﹤0.01% 1150
2023
Q2 		– Sell
-115
Closed -$8.48K – 1402
2023
Q1 		$8.48K Buy
+115
New +$8.68K ﹤0.01% 840

Other funds holding SLYG

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

ICA Group Wealth Management's SLYG Position: Q2 2024 in Review

ICA Group Wealth Management held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2024 at 30 shares worth $2.58K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

ICA Group Wealth Management first reported a position in SLYG in Q1 2023 and has held it in 4 quarters since. The position peaked at $8.48K in Q1 2023. 441 funds tracked by Wall St. Rank hold SLYG as of Q2 2024.

  • ICA Group Wealth Management held 30 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.58K as of Q2 2024.
  • ICA Group Wealth Management left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q2 2024.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #657 holding.
  • ICA Group Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2023 and has held it in 4 quarters since.
  • ICA Group Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $8.48K in Q1 2023.
  • 441 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.