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Lumature Wealth Partners’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Lumature Wealth Partners’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
Q3 		– Sell
-23
Closed -$2K – 415
2022
Q2 		$2K Buy
+23
New +$1.75K ﹤0.01% 385

Other funds holding SLYG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Lumature Wealth Partners's SLYG Position: Q3 2022 in Review

Lumature Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2022, closing a stake of 23 shares — an estimated $2K sold.

Lumature Wealth Partners first reported a position in SLYG in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 335 funds tracked by Wall St. Rank hold SLYG as of Q3 2022.

  • Lumature Wealth Partners reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Lumature Wealth Partners sold 23 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2022, an estimated $2K.
  • Lumature Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Lumature Wealth Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $2K in Q2 2022.
  • 335 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2022.

Based on Lumature Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.