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

Ledge 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
2023 Q4	$5.92M	Buy	70,832 +31,824	+82%	+$2.39M	2.3%	12
2023 Q3	$2.86M	Buy	39,008 +523	+1%	+$40.3K	1.28%	18
2023 Q2	$2.96M	Sell	38,485 -446	-1%	-$32.6K	1.42%	19
2023 Q1	$2.87M	Buy	38,931 +4	+0%	+$302	1.36%	18
2022 Q4	$2.81M	Buy	38,927 +3,273	+9%	+$241K	1.28%	18
2022 Q3	$2.43M	Sell	35,654 -1,852	-5%	-$139K	1.49%	15
2022 Q2	$2.64M	Sell	37,506 -17,138	-31%	-$1.3M	1.63%	16
2022 Q1	$4.58M	Buy	+54,644	New	+$4.61M	2.85%	10

Other funds holding SLYG

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEIA

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

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

HTC

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

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

Ledge Wealth Management's SLYG Position: Q4 2023 in Review

Ledge Wealth Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 82% in Q4 2023, buying an estimated $2.39M and bringing the position to 70,832 shares worth $5.92M. The position accounts for 2.3% of the portfolio, ranked #12.

Ledge Wealth Management first reported a position in SLYG in Q1 2022 and has held it in 8 quarters since. 427 funds tracked by Wall St. Rank hold SLYG as of Q4 2023.

Ledge Wealth Management held 70,832 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $5.92M as of Q4 2023.
Ledge Wealth Management bought 31,824 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2023, an estimated $2.39M.
State Street SPDR S&P 600 Small Cap Growth ETF made up 2.3% of Ledge Wealth Management's portfolio in Q4 2023, its #12 holding.
Ledge Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2022 and has held it in 8 quarters since.
427 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.