Tilia Fiduciary Partners’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Tilia Fiduciary Partners’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	-37	Closed	-$2.7K	–	543
2023 Q1	$2.7K	Hold	37	–	–	﹤0.01%	460
2022 Q4	$2.64K	Buy	37 +1	+3%	+$74	﹤0.01%	453
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	468
2022 Q2	$3K	Sell	36 -42	-54%	-$3.19K	﹤0.01%	480
2022 Q1	$7K	Hold	78	–	–	0.01%	429
2021 Q4	$7K	Buy	+78	New	+$7.11K	0.01%	445

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

RIM

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return

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

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

Tilia Fiduciary Partners's SLYG Position: Q2 2023 in Review

Tilia Fiduciary Partners sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2023, closing a stake of 37 shares — an estimated $2.7K sold.

Tilia Fiduciary Partners first reported a position in SLYG in Q4 2021 and held it in 6 quarters. The position peaked at $7K in Q1 2022. 371 funds tracked by Wall St. Rank hold SLYG as of Q2 2023.

Tilia Fiduciary Partners reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 37 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2023, an estimated $2.7K.
Tilia Fiduciary Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and held it in 6 quarters.
Tilia Fiduciary Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $7K in Q1 2022.
371 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2023, filed 13 Jul 2023.