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

Novak Financial Planning’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
Q2 		$2.04M Sell
22,998
-1,202
-5% -$105K 1% 30
2021
Q1 		$2.08M Sell
24,200
-2,752
-10% -$234K 1.14% 26
2020
Q4 		$2.06M Buy
+26,952
New +$1.84M 1.21% 25

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

Novak Financial Planning's SLYG Position: Q2 2021 in Review

Novak Financial Planning reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 5% in Q2 2021, selling an estimated $105K and leaving 22,998 shares worth $2.04M. The position accounts for 1% of the portfolio, ranked #30.

Novak Financial Planning first reported a position in SLYG in Q4 2020 and has held it in 3 quarters since. The position peaked at $2.08M in Q1 2021. 309 funds tracked by Wall St. Rank hold SLYG as of Q2 2021.

  • Novak Financial Planning held 22,998 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.04M as of Q2 2021.
  • Novak Financial Planning sold 1,202 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2021, an estimated $105K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1% of Novak Financial Planning's portfolio in Q2 2021, its #30 holding.
  • Novak Financial Planning first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $2.08M in Q1 2021.
  • 309 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.