Wilbanks Smith & Thomas Asset Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Wilbanks Smith & Thomas Asset 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 Q1	$337K	Sell	3,863 -193	-5%	-$16.1K	0.01%	411
2023 Q4	$339K	Buy	+4,056	New	+$304K	0.01%	399

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management's SLYG Position: Q1 2024 in Review

Wilbanks Smith & Thomas Asset Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 4.8% in Q1 2024, selling an estimated $16.1K and leaving 3,863 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #411.

Wilbanks Smith & Thomas Asset Management first reported a position in SLYG in Q4 2023 and has held it in 2 quarters since. The position peaked at $339K in Q4 2023. 441 funds tracked by Wall St. Rank hold SLYG as of Q1 2024.

Wilbanks Smith & Thomas Asset Management held 3,863 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $337K as of Q1 2024.
Wilbanks Smith & Thomas Asset Management sold 193 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2024, an estimated $16.1K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Wilbanks Smith & Thomas Asset Management's portfolio in Q1 2024, its #411 holding.
Wilbanks Smith & Thomas Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2023 and has held it in 2 quarters since.
Wilbanks Smith & Thomas Asset Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $339K in Q4 2023.
441 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2024.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2024, filed 7 May 2024.