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

USAdvisors 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
Q2 		– Sell
-4,662
Closed -$404K – 136
2024
Q1 		$404K Buy
+4,662
New +$389K 0.15% 91
2018
Q4 		– Sell
-16,386
Closed -$1.11M – 70
2018
Q3 		$1.11M Buy
16,386
+4,765
+41% +$320K 0.79% 16
2018
Q2 		$734K Buy
+11,621
New +$713K 0.56% 21

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

USAdvisors Wealth Management's SLYG Position: Q2 2024 in Review

USAdvisors Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2024, closing a stake of 4,662 shares — an estimated $404K sold.

USAdvisors Wealth Management first reported a position in SLYG in Q2 2018 and held it in 3 quarters. The position peaked at $1.11M in Q3 2018. 441 funds tracked by Wall St. Rank hold SLYG as of Q2 2024.

  • USAdvisors Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • USAdvisors Wealth Management sold 4,662 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2024, an estimated $404K.
  • USAdvisors Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2018 and held it in 3 quarters.
  • USAdvisors Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.11M in Q3 2018.
  • 441 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2024.

Based on USAdvisors Wealth Management's 13F filing for Q2 2024, filed 6 Aug 2024.