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

Wellspring Financial 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	-5,073	Closed	-$425K	–	137
2022 Q1	$425K	Sell	5,073 -4,164	-45%	-$351K	0.13%	58
2021 Q4	$857K	Sell	9,237 -1,193	-11%	-$109K	0.24%	43
2021 Q3	$909K	Sell	10,430 -1,180	-10%	-$104K	0.27%	44
2021 Q2	$1.03M	Buy	11,610 +6,213	+115%	+$541K	0.32%	40
2021 Q1	$249K	Sell	5,397 -14,832	-73%	-$1.26M	0.12%	72
2020 Q4	$1.54M	Buy	20,229 +2,975	+17%	+$203K	0.54%	32
2020 Q3	$1.02M	Buy	17,254 +4,492	+35%	+$268K	0.4%	35
2020 Q2	$725K	Buy	12,762 +7,365	+136%	+$384K	0.3%	40
2020 Q1	$249K	Buy	+5,397	New	+$319K	0.12%	72

Other funds holding SLYG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SEIA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 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

Wellspring Financial Advisors's SLYG Position: Q2 2022 in Review

Wellspring Financial Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2022, closing a stake of 5,073 shares — an estimated $425K sold.

Wellspring Financial Advisors first reported a position in SLYG in Q1 2020 and held it in 9 quarters. The position peaked at $1.54M in Q4 2020. 352 funds tracked by Wall St. Rank hold SLYG as of Q2 2022.

Wellspring Financial 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.
Wellspring Financial Advisors sold 5,073 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2022, an estimated $425K.
Wellspring Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2020 and held it in 9 quarters.
Wellspring Financial Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.54M in Q4 2020.
352 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2022.

Based on Wellspring Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.