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tru Independence’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

tru Independence’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
Q2 		– Sell
-3,734
Closed -$321K – 365
2021
Q1 		$321K Buy
+3,734
New +$318K 0.06% 207
2020
Q4 		– Sell
-2,474
Closed -$146K – 825
2020
Q3 		$146K Buy
+2,474
New +$148K 0.04% 173

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

tru Independence's SLYG Position: Q2 2021 in Review

tru Independence sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2021, closing a stake of 3,734 shares — an estimated $321K sold.

tru Independence first reported a position in SLYG in Q3 2020 and held it in 2 quarters. The position peaked at $321K in Q1 2021. 309 funds tracked by Wall St. Rank hold SLYG as of Q2 2021.

  • tru Independence reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • tru Independence sold 3,734 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2021, an estimated $321K.
  • tru Independence first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2020 and held it in 2 quarters.
  • tru Independence's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $321K in Q1 2021.
  • 309 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.