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

WT Wealth 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
2022 Q2	–	Sell	-3,159	Closed	-$265K	–	119
2022 Q1	$265K	Sell	3,159 -12	-0.4%	-$1.01K	0.1%	105
2021 Q4	$294K	Buy	3,171 +329	+12%	+$30K	0.11%	106
2021 Q3	$248K	Buy	2,842 +195	+7%	+$17.2K	0.1%	110
2021 Q2	$235K	Buy	2,647 +19	+0.7%	+$1.66K	0.1%	115
2021 Q1	$226K	Sell	2,628 -1,264	-32%	-$107K	0.1%	115
2020 Q4	$297K	Sell	3,892 -1,403	-26%	-$95.7K	0.16%	101
2020 Q3	$312K	Buy	5,295 +14	+0.3%	+$837	0.21%	86
2020 Q2	$299K	Sell	5,281 -70	-1%	-$3.65K	0.24%	70
2020 Q1	$247K	Buy	5,351 +269	+5%	+$15.9K	0.26%	59
2019 Q4	$327K	Buy	5,082 +846	+20%	+$52.2K	0.25%	71
2019 Q3	$252K	Buy	+4,236	New	+$256K	0.22%	73

Other funds holding SLYG

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

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

Citadel Advisors

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

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

Stifel Financial

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

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

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

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return