LWMM
SLYG icon

Legacy Wealth Management (Mississippi)’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Legacy Wealth Management (Mississippi)’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
2020
Q1 		– Sell
-14,000
Closed -$903K – 120
2019
Q4 		$903K Buy
+14,000
New +$864K 0.79% 37

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s SLYG Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2020, closing a stake of 14,000 shares — an estimated $903K sold.

Legacy Wealth Management (Mississippi) first reported a position in SLYG in Q4 2019 and held it in 1 quarter. The position peaked at $903K in Q4 2019. 245 funds tracked by Wall St. Rank hold SLYG as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 14,000 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2020, an estimated $903K.
  • Legacy Wealth Management (Mississippi) first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $903K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.