Newbridge Financial Services Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Newbridge Financial Services Group’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
2024 Q1	–	Sell	-104	Closed	-$8.7K	–	1282
2023 Q4	$8.7K	Hold	104	–	–	﹤0.01%	765
2023 Q3	$7.62K	Hold	104	–	–	﹤0.01%	875
2023 Q2	$8K	Hold	104	–	–	﹤0.01%	933
2023 Q1	$7.67K	Hold	104	–	–	﹤0.01%	973
2022 Q4	$7.51K	Hold	104	–	–	﹤0.01%	979
2022 Q3	$7K	Hold	104	–	–	﹤0.01%	978
2022 Q2	$7K	Sell	104 -82	-44%	-$6.22K	﹤0.01%	949
2022 Q1	$16K	Buy	186 +82	+79%	+$6.92K	0.01%	792
2021 Q4	$10K	Buy	+104	New	+$9.48K	﹤0.01%	919

Other funds holding SLYG

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

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

HTC

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

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

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

BFEC

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

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

Newbridge Financial Services Group's SLYG Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2024, closing a stake of 104 shares — an estimated $8.7K sold.

Newbridge Financial Services Group first reported a position in SLYG in Q4 2021 and held it in 9 quarters. The position peaked at $16K in Q1 2022. 441 funds tracked by Wall St. Rank hold SLYG as of Q1 2024.

Newbridge Financial Services Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 104 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2024, an estimated $8.7K.
Newbridge Financial Services Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and held it in 9 quarters.
Newbridge Financial Services Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $16K in Q1 2022.
441 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.