Retirement Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Retirement 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	$32.8K	Hold	376	–	–	0.01%	286
2023 Q4	$31.4K	Hold	376	–	–	0.01%	277
2023 Q3	$27.6K	Hold	376	–	–	0.01%	275
2023 Q2	$28.9K	Hold	376	–	–	0.01%	269
2023 Q1	$28K	Hold	376	–	–	0.01%	258
2022 Q4	$27K	Buy	+376	New	+$27.7K	0.01%	234
2022 Q3	–	Sell	-376	Closed	-$27K	–	754
2022 Q2	$27K	Hold	376	–	–	0.01%	273
2022 Q1	$32K	Hold	376	–	–	0.01%	270
2021 Q4	$35K	Hold	376	–	–	0.02%	257
2021 Q3	$33K	Hold	376	–	–	0.02%	262
2021 Q2	$33K	Hold	376	–	–	0.02%	270
2021 Q1	$32K	Hold	376	–	–	0.01%	325
2020 Q4	$28K	Hold	376	–	–	0.01%	324
2020 Q3	$22K	Hold	376	–	–	0.01%	318
2020 Q2	$21K	Buy	+376	New	+$19.6K	0.01%	312
2019 Q4	$24K	Buy	+376	New	+$23.2K	0.02%	305

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Retirement Group's SLYG Position: Q1 2024 in Review

Retirement Group held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q1 2024 at 376 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #286.

Retirement Group first reported a position in SLYG in Q4 2019 and has held it in 16 quarters since. The position peaked at $35K in Q4 2021. 441 funds tracked by Wall St. Rank hold SLYG as of Q1 2024.

Retirement Group held 376 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $32.8K as of Q1 2024.
Retirement Group left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q1 2024.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #286 holding.
Retirement Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $35K in Q4 2021.
441 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.