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Planning Capital Management Corporation’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Planning Capital Management Corporation’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
Q3 		$1.73K Hold
19
– – ﹤0.01% 604
2024
Q2 		$1.59K Buy
19
+1
+6% +$85 ﹤0.01% 554
2024
Q1 		$1.61K Hold
18
– – ﹤0.01% 580
2023
Q4 		$1.54K Buy
+18
New +$1.35K ﹤0.01% 579

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 $303B AUM 53.02% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Planning Capital Management Corporation's SLYG Position: Q3 2024 in Review

Planning Capital Management Corporation held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q3 2024 at 19 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Planning Capital Management Corporation first reported a position in SLYG in Q4 2023 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold SLYG as of Q3 2024.

  • Planning Capital Management Corporation held 19 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.73K as of Q3 2024.
  • Planning Capital Management Corporation left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q3 2024.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #604 holding.
  • Planning Capital Management Corporation first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 463 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.