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Sterling Financial Planning’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-1,664
Closed -$145K – 340
2021
Q3 		$145K Buy
1,664
+195
+13% +$17.2K 0.09% 105
2021
Q2 		$130K Sell
1,469
-10
-0.7% -$871 0.08% 105
2021
Q1 		$127K Sell
1,479
-35
-2% -$2.98K 0.09% 99
2020
Q4 		$116K Buy
+1,514
New +$103K 0.09% 97

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
NP
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Sterling Financial Planning's SLYG Position: Q4 2021 in Review

Sterling Financial Planning sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2021, closing a stake of 1,664 shares — an estimated $145K sold.

Sterling Financial Planning first reported a position in SLYG in Q4 2020 and held it in 4 quarters. The position peaked at $145K in Q3 2021. 361 funds tracked by Wall St. Rank hold SLYG as of Q4 2021.

  • Sterling Financial Planning reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,664 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2021, an estimated $145K.
  • Sterling Financial Planning first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $145K in Q3 2021.
  • 361 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.