SIAG
SLYG icon

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

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-2,344
Closed -$179K – 603
2020
Q4 		$179K Buy
+2,344
New +$160K 0.16% 80

Other funds holding SLYG

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return

Safeguard Investment Advisory Group's SLYG Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2021, closing a stake of 2,344 shares — an estimated $179K sold.

Safeguard Investment Advisory Group first reported a position in SLYG in Q4 2020 and held it in 1 quarter. The position peaked at $179K in Q4 2020. 311 funds tracked by Wall St. Rank hold SLYG as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,344 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2021, an estimated $179K.
  • Safeguard Investment Advisory Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $179K in Q4 2020.
  • 311 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.