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

Wipfli 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 Q3	$309K	Hold	4,537	–	–	0.02%	321
2022 Q2	$320K	Sell	4,537 -3,876	-46%	-$294K	0.03%	76
2022 Q1	$705K	Hold	8,413	–	–	0.07%	49
2021 Q4	$781K	Sell	8,413 -1,342	-14%	-$122K	0.09%	23
2021 Q3	$850K	Hold	9,755	–	–	0.11%	22
2021 Q2	$866K	Hold	9,755	–	–	0.12%	21
2021 Q1	$837K	Buy	9,755 +965	+11%	+$82.1K	0.46%	13
2020 Q4	$671K	Buy	+8,790	New	+$600K	0.4%	16

Other funds holding SLYG

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

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

Wipfli Financial Advisors's SLYG Position: Q3 2022 in Review

Wipfli Financial Advisors held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q3 2022 at 4,537 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #321.

Wipfli Financial Advisors first reported a position in SLYG in Q4 2020 and has held it in 8 quarters since. The position peaked at $866K in Q2 2021. 336 funds tracked by Wall St. Rank hold SLYG as of Q3 2022.

Wipfli Financial Advisors held 4,537 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $309K as of Q3 2022.
Wipfli Financial Advisors left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q3 2022.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #321 holding.
Wipfli Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and has held it in 8 quarters since.
Wipfli Financial Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $866K in Q2 2021.
336 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.