Lincoln National Corp’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Lincoln National Corp’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 Q2	–	Sell	-32,928	Closed	-$2.43M	–	1075
2023 Q1	$2.43M	Buy	32,928 +2,774	+9%	+$209K	0.05%	199
2022 Q4	$2.18M	Buy	30,154 +8,509	+39%	+$626K	0.05%	212
2022 Q3	$1.48M	Buy	21,645 +3,727	+21%	+$280K	0.04%	265
2022 Q2	$1.26M	Buy	17,918 +8,670	+94%	+$658K	0.03%	294
2022 Q1	$775K	Buy	9,248 +1,755	+23%	+$148K	0.02%	411
2021 Q4	$695K	Buy	7,493 +1,247	+20%	+$114K	0.01%	435
2021 Q3	$544K	Buy	6,246 +1,811	+41%	+$160K	0.01%	477
2021 Q2	$394K	Buy	4,435 +557	+14%	+$48.5K	0.01%	568
2021 Q1	$333K	Buy	3,878 +671	+21%	+$57.1K	0.01%	584
2020 Q4	$245K	Buy	+3,207	New	+$219K	0.01%	641

Other funds holding SLYG

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return