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 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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 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 $120B AUM 27.84% 1-Year Est. Return

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 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

WT Wealth Management's SLYG Position: Q2 2022 in Review

WT Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2022, closing a stake of 3,159 shares — an estimated $265K sold.

WT Wealth Management first reported a position in SLYG in Q3 2019 and held it in 11 quarters. The position peaked at $327K in Q4 2019. 351 funds tracked by Wall St. Rank hold SLYG as of Q2 2022.

WT Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
WT Wealth Management sold 3,159 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2022, an estimated $265K.
WT Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2019 and held it in 11 quarters.
WT Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $327K in Q4 2019.
351 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2022.

Based on WT Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.