Riverpoint Wealth Management Holdings’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Riverpoint Wealth Management Holdings’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
2021 Q3	–	Sell	-9,579	Closed	-$850K	–	74
2021 Q2	$850K	Buy	9,579 +78	+0.8%	+$6.8K	0.24%	40
2021 Q1	$816K	Buy	+9,501	New	+$808K	0.25%	39

Other funds holding SLYG

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

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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

FWP

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

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Riverpoint Wealth Management Holdings's SLYG Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2021, closing a stake of 9,579 shares — an estimated $850K sold.

Riverpoint Wealth Management Holdings first reported a position in SLYG in Q1 2021 and held it in 2 quarters. The position peaked at $850K in Q2 2021. 309 funds tracked by Wall St. Rank hold SLYG as of Q3 2021.

Riverpoint Wealth Management Holdings reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 9,579 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2021, an estimated $850K.
Riverpoint Wealth Management Holdings first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2021 and held it in 2 quarters.
Riverpoint Wealth Management Holdings's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $850K in Q2 2021.
309 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.