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WR Wealth Planners’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

WR Wealth Planners’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
2023
Q4 		– Sell
-265
Closed -$19.4K – 749
2023
Q3 		$19.4K Hold
265
– – 0.01% 429
2023
Q2 		$20.4K Buy
+265
New +$19.4K 0.01% 428

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

WR Wealth Planners's SLYG Position: Q4 2023 in Review

WR Wealth Planners sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2023, closing a stake of 265 shares — an estimated $19.4K sold.

WR Wealth Planners first reported a position in SLYG in Q2 2023 and held it in 2 quarters. The position peaked at $20.4K in Q2 2023. 427 funds tracked by Wall St. Rank hold SLYG as of Q4 2023.

  • WR Wealth Planners reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 265 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2023, an estimated $19.4K.
  • WR Wealth Planners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2023 and held it in 2 quarters.
  • WR Wealth Planners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $20.4K in Q2 2023.
  • 427 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.