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

Keebeck 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
2021
Q3 		– Sell
-6,316
Closed -$561K – 239
2021
Q2 		$561K Sell
6,316
-499
-7% -$43.5K 0.08% 157
2021
Q1 		$585K Buy
+6,815
New +$579K 0.09% 150

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 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 $666B AUM 30.12% 1-Year Est. Return

Keebeck Wealth Management's SLYG Position: Q3 2021 in Review

Keebeck Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2021, closing a stake of 6,316 shares — an estimated $561K sold.

Keebeck Wealth Management first reported a position in SLYG in Q1 2021 and held it in 2 quarters. The position peaked at $585K in Q1 2021. 309 funds tracked by Wall St. Rank hold SLYG as of Q3 2021.

  • Keebeck Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Keebeck Wealth Management sold 6,316 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2021, an estimated $561K.
  • Keebeck Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2021 and held it in 2 quarters.
  • Keebeck Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $585K in Q1 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 Keebeck Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.