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

Next Financial 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
2021
Q4 		$662K Buy
7,127
+230
+3% +$21K 0.04% 433
2021
Q3 		$601K Buy
6,897
+116
+2% +$10.2K 0.05% 395
2021
Q2 		$602K Buy
6,781
+67
+1% +$5.84K 0.05% 393
2021
Q1 		$576K Buy
6,714
+365
+6% +$31K 0.05% 375
2020
Q4 		$485K Sell
6,349
-174
-3% -$11.9K 0.05% 378
2020
Q3 		$385K Buy
6,523
+322
+5% +$19.2K 0.04% 413
2020
Q2 		$352K Buy
6,201
+148
+2% +$7.71K 0.04% 370
2020
Q1 		$280K Buy
6,053
+449
+8% +$26.5K 0.04% 443
2019
Q4 		$362K Buy
5,604
+209
+4% +$12.9K 0.04% 460
2019
Q3 		$321K Buy
5,395
+405
+8% +$24.4K 0.03% 475
2019
Q2 		$304K Buy
4,990
+4,879
+4,395% +$293K 0.03% 514
2019
Q1 		$7K Sell
111
-4,146
-97% -$245K ﹤0.01% 1196
2018
Q4 		$230K Buy
4,257
+4,047
+1,927% +$241K 0.05% 364
2018
Q3 		$14K Sell
210
-3,251
-94% -$219K 0.01% 900
2018
Q2 		$219K Sell
3,461
-919
-21% -$56.4K 0.08% 253
2018
Q1 		$255K Buy
+4,380
New +$255K 0.05% 337
2017
Q4 		– Sell
-492
Closed -$28K – 1233
2017
Q3 		$28K Sell
492
-4,076
-89% -$221K 0.01% 874
2017
Q2 		$247K Buy
4,568
+2,692
+143% +$144K 0.06% 305
2017
Q1 		$101K Sell
1,876
-8
-0.4% -$421 0.03% 490
2016
Q4 		$98K Sell
1,884
-48
-2% -$2.35K 0.02% 693
2016
Q3 		$92K Buy
1,932
+116
+6% +$5.44K 0.02% 701
2016
Q2 		$80K Sell
1,816
-156
-8% -$6.82K 0.03% 525
2016
Q1 		$85K Hold
1,972
– – 0.03% 468
2015
Q4 		$85K Sell
1,972
-16
-0.8% -$731 0.03% 466
2015
Q3 		$86K Hold
1,988
– – 0.03% 473
2015
Q2 		$94K Buy
1,988
+332
+20% +$15.7K 0.03% 481
2015
Q1 		$78K Buy
1,656
+924
+126% +$42K 0.03% 536
2014
Q4 		$33K Buy
732
+36
+5% +$1.58K 0.01% 807
2014
Q3 		$30K Buy
+696
New +$30.5K 0.01% 1211

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Next Financial Group's SLYG Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 3.3% in Q4 2021, buying an estimated $21K and bringing the position to 7,127 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #433.

Next Financial Group first reported a position in SLYG in Q3 2014 and has held it in 29 quarters since. 361 funds tracked by Wall St. Rank hold SLYG as of Q4 2021.

  • Next Financial Group held 7,127 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $662K as of Q4 2021.
  • Next Financial Group bought 230 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2021, an estimated $21K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #433 holding.
  • Next Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2014 and has held it in 29 quarters since.
  • 361 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.