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

TCI 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 Q2	–	Sell	-141	Closed	-$10.4K	–	1928
2023 Q1	$10.4K	Buy	141 +3	+2%	+$226	﹤0.01%	1065
2022 Q4	$9.99K	Hold	138	–	–	﹤0.01%	1068
2022 Q3	$9K	Buy	138 +114	+475%	+$8.56K	﹤0.01%	1103
2022 Q2	$2K	Buy	24 +6	+33%	+$455	﹤0.01%	2045
2022 Q1	$2K	Hold	18	–	–	﹤0.01%	2025
2021 Q4	$2K	Buy	+18	New	+$1.64K	﹤0.01%	2119
2020 Q4	–	Sell	-128	Closed	-$8K	–	1659
2020 Q3	$8K	Hold	128	–	–	﹤0.01%	647
2020 Q2	$7K	Hold	128	–	–	﹤0.01%	668
2020 Q1	$6K	Hold	128	–	–	﹤0.01%	686
2019 Q4	$8K	Sell	128 -63	-33%	-$3.89K	﹤0.01%	759
2019 Q3	$11K	Sell	191 -65	-25%	-$3.92K	﹤0.01%	632
2019 Q2	$16K	Sell	256 -1,694	-87%	-$102K	0.01%	521
2019 Q1	$116K	Buy	1,950 +1,694	+662%	+$100K	0.05%	217
2018 Q4	$14K	Hold	256	–	–	0.01%	549
2018 Q3	$17K	Hold	256	–	–	0.01%	536
2018 Q2	$16K	Hold	256	–	–	0.01%	536
2018 Q1	$15K	Hold	256	–	–	0.01%	549
2017 Q4	$15K	Buy	+256	New	+$14.8K	0.01%	555

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 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

RIM

Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

TCI Wealth Advisors's SLYG Position: Q2 2023 in Review

TCI Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2023, closing a stake of 141 shares — an estimated $10.4K sold.

TCI Wealth Advisors first reported a position in SLYG in Q4 2017 and held it in 18 quarters. The position peaked at $116K in Q1 2019. 370 funds tracked by Wall St. Rank hold SLYG as of Q2 2023.

TCI Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 141 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2023, an estimated $10.4K.
TCI Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and held it in 18 quarters.
TCI Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $116K in Q1 2019.
370 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.