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Leelyn Smith’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Leelyn Smith’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
Q1 		– Sell
-242
Closed -$17.5K – 368
2022
Q4 		$17.5K Hold
242
– – ﹤0.01% 271
2022
Q3 		$16K Hold
242
– – 0.01% 253
2022
Q2 		$17K Buy
+242
New +$18.4K ﹤0.01% 260

Other funds holding SLYG

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Leelyn Smith's SLYG Position: Q1 2023 in Review

Leelyn Smith sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2023, closing a stake of 242 shares — an estimated $17.5K sold.

Leelyn Smith first reported a position in SLYG in Q2 2022 and held it in 3 quarters. The position peaked at $17.5K in Q4 2022. 363 funds tracked by Wall St. Rank hold SLYG as of Q1 2023.

  • Leelyn Smith reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Leelyn Smith sold 242 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2023, an estimated $17.5K.
  • Leelyn Smith first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2022 and held it in 3 quarters.
  • Leelyn Smith's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $17.5K in Q4 2022.
  • 363 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.