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Oak Harbor Wealth Partners’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Oak Harbor Wealth Partners’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
Q2 		– Sell
-96
Closed -$8.37K – 230
2024
Q1 		$8.37K Buy
+96
New +$8K ﹤0.01% 214

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Oak Harbor Wealth Partners's SLYG Position: Q2 2024 in Review

Oak Harbor Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2024, closing a stake of 96 shares — an estimated $8.37K sold.

Oak Harbor Wealth Partners first reported a position in SLYG in Q1 2024 and held it in 1 quarter. The position peaked at $8.37K in Q1 2024. 441 funds tracked by Wall St. Rank hold SLYG as of Q2 2024.

  • Oak Harbor Wealth Partners reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Oak Harbor Wealth Partners sold 96 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2024, an estimated $8.37K.
  • Oak Harbor Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Oak Harbor Wealth Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $8.37K in Q1 2024.
  • 441 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2024.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2024, filed 18 Jul 2024.