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

Resurgent Financial Advisors’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
-1,566
Closed -$131K – 433
2023
Q4 		$131K Sell
1,566
-51
-3% -$3.83K 0.08% 217
2023
Q3 		$118K Buy
1,617
+90
+6% +$6.94K 0.08% 210
2023
Q2 		$118K Buy
1,527
+100
+7% +$7.31K 0.08% 214
2023
Q1 		$105K Buy
1,427
+148
+12% +$11.2K 0.07% 224
2022
Q4 		$92.4K Buy
+1,279
New +$94.1K 0.05% 316

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 $982M AUM 15.11% 1-Year Est. Return

Resurgent Financial Advisors's SLYG Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2024, closing a stake of 1,566 shares — an estimated $131K sold.

Resurgent Financial Advisors first reported a position in SLYG in Q4 2022 and held it in 5 quarters. The position peaked at $131K in Q4 2023. 440 funds tracked by Wall St. Rank hold SLYG as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 1,566 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2024, an estimated $131K.
  • Resurgent Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $131K in Q4 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 Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.