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

Sugarloaf Wealth 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
Q4 		$3.04M Buy
33,687
+558
+2% +$52.7K 0.58% 31
2024
Q3 		$3.08M Sell
33,129
-1,191
-3% -$107K 0.58% 31
2024
Q2 		$2.95M Buy
34,320
+168
+0.5% +$14.4K 0.6% 33
2024
Q1 		$2.98M Buy
34,152
+34,092
+56,820% +$2.84M 0.62% 31
2023
Q4 		$5.03K Hold
60
– – ﹤0.01% 546
2023
Q3 		$4.41K Sell
60
-5
-8% -$385 ﹤0.01% 547
2023
Q2 		$5.03K Sell
65
-84
-56% -$6.14K ﹤0.01% 549
2023
Q1 		$11K Sell
149
-151
-50% -$11.4K ﹤0.01% 460
2022
Q4 		$21.7K Sell
300
-112,289
-100% -$8.27M 0.01% 397
2022
Q3 		$7.68M Buy
112,589
+2,644
+2% +$199K 1.97% 11
2022
Q2 		$7.75M Buy
+109,945
New +$8.35M 1.94% 11

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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return