Lloyd Advisory Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Lloyd Advisory Services’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
2022 Q2	–	Sell	-1,348	Closed	-$113K	–	476
2022 Q1	$113K	Buy	1,348 +41	+3%	+$3.46K	0.05%	151
2021 Q4	$121K	Sell	1,307 -47	-3%	-$4.29K	0.06%	126
2021 Q3	$118K	Sell	1,354 -17	-1%	-$1.5K	0.06%	116
2021 Q2	$122K	Buy	1,371 +550	+67%	+$47.9K	0.06%	106
2021 Q1	$71K	Sell	821 -111	-12%	-$9.44K	0.04%	120
2020 Q4	$71K	Buy	932 +78	+9%	+$5.32K	0.04%	98
2020 Q3	$50K	Sell	854 -311	-27%	-$18.6K	0.03%	102
2020 Q2	$66K	Buy	1,165 +56	+5%	+$2.92K	0.04%	92
2020 Q1	$51K	Buy	1,109 +835	+305%	+$49.3K	0.04%	86
2019 Q4	$18K	Buy	+274	New	+$16.9K	0.02%	196

Other funds holding SLYG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

Lloyd Advisory Services's SLYG Position: Q2 2022 in Review

Lloyd Advisory Services sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2022, closing a stake of 1,348 shares — an estimated $113K sold.

Lloyd Advisory Services first reported a position in SLYG in Q4 2019 and held it in 10 quarters. The position peaked at $122K in Q2 2021. 351 funds tracked by Wall St. Rank hold SLYG as of Q2 2022.

Lloyd Advisory Services reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 1,348 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2022, an estimated $113K.
Lloyd Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and held it in 10 quarters.
Lloyd Advisory Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $122K in Q2 2021.
351 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.