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Waypoint Capital Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Waypoint Capital Advisors’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
Q2 		– Sell
-2,421
Closed -$203K – 133
2022
Q1 		$203K Sell
2,421
-167
-6% -$14.1K 0.12% 114
2021
Q4 		$240K Buy
+2,588
New +$236K 0.16% 84

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

Waypoint Capital Advisors's SLYG Position: Q2 2022 in Review

Waypoint Capital Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2022, closing a stake of 2,421 shares — an estimated $203K sold.

Waypoint Capital Advisors first reported a position in SLYG in Q4 2021 and held it in 2 quarters. The position peaked at $240K in Q4 2021. 351 funds tracked by Wall St. Rank hold SLYG as of Q2 2022.

  • Waypoint Capital Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Waypoint Capital Advisors sold 2,421 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2022, an estimated $203K.
  • Waypoint Capital Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • Waypoint Capital Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $240K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2022.

Based on Waypoint Capital Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.