Wagner Wealth Management (South Carolina)’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-11	Closed	-$1K	–	624
2022 Q3	$1K	Hold	11	–	–	﹤0.01%	662
2022 Q2	$1K	Sell	11 -11	-50%	-$835	﹤0.01%	678
2022 Q1	$2K	Buy	22 +11	+100%	+$928	﹤0.01%	200
2021 Q4	$1K	Hold	11	–	–	﹤0.01%	667
2021 Q3	$1K	Hold	11	–	–	﹤0.01%	631
2021 Q2	$1K	Buy	11 +1	+10%	+$87	﹤0.01%	669
2021 Q1	$1K	Sell	10 -184	-95%	-$15.6K	﹤0.01%	634
2020 Q4	$15K	Buy	+194	New	+$13.2K	0.01%	173
2018 Q3	$269K	Buy	3,979 +8	+0.2%	+$538	0.18%	106
2018 Q2	$251K	Buy	3,971 +7	+0.2%	+$430	0.18%	98
2018 Q1	$230K	Buy	3,964 +144	+4%	+$8.38K	0.18%	97
2017 Q4	$224K	Buy	+3,820	New	+$220K	0.17%	102

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SLYG Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2022, closing a stake of 11 shares — an estimated $1K sold.

Wagner Wealth Management (South Carolina) first reported a position in SLYG in Q4 2017 and held it in 12 quarters. The position peaked at $269K in Q3 2018. 369 funds tracked by Wall St. Rank hold SLYG as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 11 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2022, an estimated $1K.
Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and held it in 12 quarters.
Wagner Wealth Management (South Carolina)'s State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $269K in Q3 2018.
369 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.