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

VitalStone Financial’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
-9,815
Closed -$910K – 1037
2023
Q1 		$910K Buy
+9,815
New +$741K 0.75% 35

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RIM
Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

VitalStone Financial's SLYG Position: Q2 2023 in Review

VitalStone Financial sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2023, closing a stake of 9,815 shares — an estimated $910K sold.

VitalStone Financial first reported a position in SLYG in Q1 2023 and held it in 1 quarter. The position peaked at $910K in Q1 2023. 371 funds tracked by Wall St. Rank hold SLYG as of Q2 2023.

  • VitalStone Financial reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • VitalStone Financial sold 9,815 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2023, an estimated $910K.
  • VitalStone Financial first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2023 and held it in 1 quarter.
  • VitalStone Financial's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $910K in Q1 2023.
  • 371 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2023.

Based on VitalStone Financial's 13F filing for Q2 2023, filed 21 Aug 2023.