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

Sutton Wealth Advisors’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 Q3	$107K	Hold	1,464	–	–	0.05%	162
2023 Q2	$113K	Hold	1,464	–	–	0.05%	157
2023 Q1	$108K	Sell	1,464 -367	-20%	-$27.7K	0.06%	153
2022 Q4	$132K	Hold	1,831	–	–	0.05%	215
2022 Q3	$125K	Hold	1,831	–	–	0.05%	221
2022 Q2	$129K	Hold	1,831	–	–	0.05%	210
2022 Q1	$153K	Hold	1,831	–	–	0.05%	200
2021 Q4	$170K	Buy	1,831 +367	+25%	+$33.5K	0.06%	196
2021 Q3	$128K	Hold	1,464	–	–	0.05%	223
2021 Q2	$130K	Hold	1,464	–	–	0.05%	217
2021 Q1	$126K	Hold	1,464	–	–	0.05%	217
2020 Q4	$112K	Hold	1,464	–	–	0.05%	217
2020 Q3	$86.4K	Hold	1,464	–	–	0.04%	228
2020 Q2	$83.1K	Hold	1,464	–	–	0.04%	224
2020 Q1	$67.6K	Hold	1,464	–	–	0.04%	224
2019 Q4	$94.5K	Hold	1,464	–	–	0.05%	220
2019 Q3	$87.2K	Hold	1,464	–	–	0.05%	224
2019 Q2	$89.2K	Hold	1,464	–	–	0.05%	221
2019 Q1	$87.4K	Hold	1,464	–	–	0.05%	226
2018 Q4	$79K	Hold	1,464	–	–	0.05%	222
2018 Q3	$98.8K	Hold	1,464	–	–	0.06%	199
2018 Q2	$92.5K	Hold	1,464	–	–	0.06%	206
2018 Q1	$85.1K	Hold	1,464	–	–	0.06%	213
2017 Q4	$83.2K	Hold	1,464	–	–	0.06%	209
2017 Q3	$83.4K	Hold	1,464	–	–	0.06%	207
2017 Q2	$79.2K	Hold	1,464	–	–	0.06%	210
2017 Q1	$77.8K	Hold	1,464	–	–	0.07%	206
2016 Q4	$76.2K	Hold	1,464	–	–	0.07%	203
2016 Q3	$70K	Hold	1,464	–	–	0.06%	210
2016 Q2	$65.3K	Hold	1,464	–	–	0.06%	212
2016 Q1	$63.3K	Buy	+1,464	New	+$59.2K	0.06%	219

Other funds holding SLYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sutton Wealth Advisors's SLYG Position: Q3 2023 in Review

Sutton Wealth Advisors held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q3 2023 at 1,464 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #162.

Sutton Wealth Advisors first reported a position in SLYG in Q1 2016 and has held it in 31 quarters since. The position peaked at $170K in Q4 2021. 382 funds tracked by Wall St. Rank hold SLYG as of Q3 2023.

Sutton Wealth Advisors held 1,464 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $107K as of Q3 2023.
Sutton Wealth Advisors left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q3 2023.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.05% of Sutton Wealth Advisors's portfolio in Q3 2023, its #162 holding.
Sutton Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $170K in Q4 2021.
382 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.