Pathstone Family Office’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Pathstone Family Office’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
2023 Q3	$2.52M	Buy	+34,434	New	+$2.65M	0.02%	422

Other funds holding SLYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Family Office's SLYG Position: Q3 2023 in Review

Pathstone Family Office opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2023: 34,434 shares worth $2.52M. The stake represents 0.02% of the portfolio and ranks #422 among its holdings.

382 funds tracked by Wall St. Rank hold SLYG as of Q3 2023.

Pathstone Family Office held 34,434 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.52M as of Q3 2023.
State Street SPDR S&P 600 Small Cap Growth ETF was a new Pathstone Family Office position in Q3 2023.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #422 holding.
382 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.