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

RVW Wealth’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
2023
Q4 		– Sell
-751
Closed -$55K – 326
2023
Q3 		$55K Buy
+751
New +$57.9K 0.01% 223

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

RVW Wealth's SLYG Position: Q4 2023 in Review

RVW Wealth sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2023, closing a stake of 751 shares — an estimated $55K sold.

RVW Wealth first reported a position in SLYG in Q3 2023 and held it in 1 quarter. The position peaked at $55K in Q3 2023. 427 funds tracked by Wall St. Rank hold SLYG as of Q4 2023.

  • RVW Wealth reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 751 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2023, an estimated $55K.
  • RVW Wealth first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • RVW Wealth's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $55K in Q3 2023.
  • 427 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.