JMF
SLYG icon

Johnson Midwest Financial’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Johnson Midwest Financial’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 		– Sell
-907
Closed -$49K – 328
2021
Q2 		$49K Hold
907
– – 0.05% 98
2021
Q1 		$49K Hold
907
– – 0.05% 93
2020
Q4 		$49K Buy
+907
New +$61.9K 0.05% 94

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $1.01B AUM 23.81% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Johnson Midwest Financial's SLYG Position: Q3 2021 in Review

Johnson Midwest Financial sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2021, closing a stake of 907 shares — an estimated $49K sold.

Johnson Midwest Financial first reported a position in SLYG in Q4 2020 and held it in 3 quarters. The position peaked at $49K in Q2 2021. 309 funds tracked by Wall St. Rank hold SLYG as of Q3 2021.

  • Johnson Midwest Financial reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Johnson Midwest Financial sold 907 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2021, an estimated $49K.
  • Johnson Midwest Financial first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and held it in 3 quarters.
  • Johnson Midwest Financial's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $49K 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 Johnson Midwest Financial's 13F filing for Q3 2021, filed 8 Oct 2021.