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Rockbridge Investment Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Rockbridge Investment Management’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
-618
Closed -$51.7K – 531
2023
Q4 		$51.7K Buy
+618
New +$46.4K 0.01% 240
2021
Q1 		– Sell
-336
Closed -$26K – 751
2020
Q4 		$26K Hold
336
– – 0.01% 375
2020
Q3 		$20K Hold
336
– – ﹤0.01% 387
2020
Q2 		$19K Buy
+336
New +$17.5K ﹤0.01% 349

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Stifel Financial
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Rockbridge Investment Management's SLYG Position: Q1 2024 in Review

Rockbridge Investment Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2024, closing a stake of 618 shares — an estimated $51.7K sold.

Rockbridge Investment Management first reported a position in SLYG in Q2 2020 and held it in 4 quarters. The position peaked at $51.7K in Q4 2023. 441 funds tracked by Wall St. Rank hold SLYG as of Q1 2024.

  • Rockbridge Investment Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 618 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2024, an estimated $51.7K.
  • Rockbridge Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2020 and held it in 4 quarters.
  • Rockbridge Investment Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $51.7K in Q4 2023.
  • 441 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.