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

RGT Wealth 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
2022 Q3	$21K	Hold	310	–	–	﹤0.01%	101
2022 Q2	$22K	Hold	310	–	–	﹤0.01%	105
2022 Q1	$26K	Hold	310	–	–	﹤0.01%	102
2021 Q4	$29K	Buy	+310	New	+$28.3K	﹤0.01%	167

Other funds holding SLYG

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

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

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

SEIA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

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

RGT Wealth Advisors's SLYG Position: Q3 2022 in Review

RGT Wealth Advisors held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q3 2022 at 310 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #101.

RGT Wealth Advisors first reported a position in SLYG in Q4 2021 and has held it in 4 quarters since. The position peaked at $29K in Q4 2021. 336 funds tracked by Wall St. Rank hold SLYG as of Q3 2022.

RGT Wealth Advisors held 310 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $21K as of Q3 2022.
RGT Wealth Advisors left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q3 2022.
State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of RGT Wealth Advisors's portfolio in Q3 2022, its #101 holding.
RGT Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
RGT Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $29K in Q4 2021.
336 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.