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

MBM Wealth Consultants’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	-37	Closed	-$3K	–	241
2023 Q1	$3K	Hold	37	–	–	﹤0.01%	244
2022 Q4	$3K	Hold	37	–	–	﹤0.01%	296
2022 Q3	$3K	Hold	37	–	–	﹤0.01%	246
2022 Q2	$3K	Sell	37 -1	-3%	-$76	﹤0.01%	249
2022 Q1	$3K	Sell	38 -2,653	-99%	-$224K	﹤0.01%	273
2021 Q4	$250K	Buy	2,691 +59	+2%	+$5.38K	0.1%	90
2021 Q3	$229K	Buy	2,632 +145	+6%	+$12.8K	0.1%	89
2021 Q2	$220K	Sell	2,487 -46	-2%	-$4.01K	0.1%	91
2021 Q1	$218K	Sell	2,533 -180	-7%	-$15.3K	0.11%	83
2020 Q4	$207K	Buy	2,713 +2	+0.1%	+$136	0.11%	83
2020 Q3	$160K	Buy	2,711 +28	+1%	+$1.67K	0.1%	81
2020 Q2	$152K	Buy	+2,683	New	+$140K	0.11%	78

Other funds holding SLYG

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

SEIA

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIM

Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

MBM Wealth Consultants's SLYG Position: Q2 2023 in Review

MBM Wealth Consultants sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2023, closing a stake of 37 shares — an estimated $3K sold.

MBM Wealth Consultants first reported a position in SLYG in Q2 2020 and held it in 12 quarters. The position peaked at $250K in Q4 2021. 370 funds tracked by Wall St. Rank hold SLYG as of Q2 2023.

MBM Wealth Consultants reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
MBM Wealth Consultants sold 37 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2023, an estimated $3K.
MBM Wealth Consultants first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2020 and held it in 12 quarters.
MBM Wealth Consultants's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $250K in Q4 2021.
370 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.