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

Litman Gregory 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
Q4 		– Sell
-2,557
Closed -$223K – 82
2021
Q3 		$223K Buy
+2,557
New +$226K 0.04% 71

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Litman Gregory Wealth Management's SLYG Position: Q4 2021 in Review

Litman Gregory Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2021, closing a stake of 2,557 shares — an estimated $223K sold.

Litman Gregory Wealth Management first reported a position in SLYG in Q3 2021 and held it in 1 quarter. The position peaked at $223K in Q3 2021. 361 funds tracked by Wall St. Rank hold SLYG as of Q4 2021.

  • Litman Gregory Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 2,557 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2021, an estimated $223K.
  • Litman Gregory Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2021 and held it in 1 quarter.
  • Litman Gregory Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $223K in Q3 2021.
  • 361 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2021.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.