InterOcean Capital Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

InterOcean Capital Group’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 Q1	–	Sell	-2,405	Closed	-$223K	–	300
2021 Q4	$223K	Hold	2,405	–	–	0.01%	240
2021 Q3	$210K	Hold	2,405	–	–	0.01%	236
2021 Q2	$213K	Hold	2,405	–	–	0.01%	237
2021 Q1	$206K	Buy	+2,405	New	+$205K	0.01%	231

Other funds holding SLYG

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

SEIA

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

CDIA

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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

InterOcean Capital Group's SLYG Position: Q1 2022 in Review

InterOcean Capital Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2022, closing a stake of 2,405 shares — an estimated $223K sold.

InterOcean Capital Group first reported a position in SLYG in Q1 2021 and held it in 4 quarters. The position peaked at $223K in Q4 2021. 356 funds tracked by Wall St. Rank hold SLYG as of Q1 2022.

InterOcean Capital Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
InterOcean Capital Group sold 2,405 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2022, an estimated $223K.
InterOcean Capital Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2021 and held it in 4 quarters.
InterOcean Capital Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $223K in Q4 2021.
356 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2022.

Based on InterOcean Capital Group's 13F filing for Q1 2022, filed 11 May 2022.