MIAS
SLYG icon

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

Mason Investment 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
Q3 		– Sell
-3,376
Closed -$238K – 93
2022
Q2 		$238K Buy
+3,376
New +$256K 0.02% 78

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 $5.56B AUM 26.66% 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

Mason Investment Advisory Services's SLYG Position: Q3 2022 in Review

Mason Investment Advisory Services sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2022, closing a stake of 3,376 shares — an estimated $238K sold.

Mason Investment Advisory Services first reported a position in SLYG in Q2 2022 and held it in 1 quarter. The position peaked at $238K in Q2 2022. 335 funds tracked by Wall St. Rank hold SLYG as of Q3 2022.

  • Mason Investment Advisory Services reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Mason Investment Advisory Services sold 3,376 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2022, an estimated $238K.
  • Mason Investment Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Mason Investment Advisory Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $238K 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 Mason Investment Advisory Services's 13F filing for Q3 2022, filed 7 Aug 2024.