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Oliver Lagore Vanvalin Investment Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Oliver Lagore Vanvalin Investment 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
-333
Closed -$27.8K – 815
2023
Q4 		$27.8K Sell
333
-329
-50% -$24.7K 0.01% 279
2023
Q3 		$48.5K Sell
662
-681
-51% -$52.5K 0.02% 242
2023
Q2 		$103K Buy
+1,343
New +$98.2K 0.04% 170

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SLYG Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2024, closing a stake of 333 shares — an estimated $27.8K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SLYG in Q2 2023 and held it in 3 quarters. The position peaked at $103K in Q2 2023. 440 funds tracked by Wall St. Rank hold SLYG as of Q1 2024.

  • Oliver Lagore Vanvalin Investment 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.
  • Oliver Lagore Vanvalin Investment Group sold 333 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2024, an estimated $27.8K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2023 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $103K in Q2 2023.
  • 440 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.