Acorn Financial Advisory Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Acorn Financial Advisory Services’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 Q1	–	Sell	-2,327	Closed	-$215K	–	229
2021 Q4	$215K	Hold	2,327	–	–	0.04%	204
2021 Q3	$202K	Sell	2,327 -3,824	-62%	-$337K	0.06%	212
2021 Q2	$546K	Buy	6,151 +6	+0.1%	+$523	0.16%	138
2021 Q1	$529K	Buy	6,145 +3	+0%	+$255	0.19%	121
2020 Q4	$468K	Buy	6,142 +141	+2%	+$9.62K	0.18%	129
2020 Q3	$355K	Buy	6,001 +4	+0.1%	+$239	0.19%	136
2020 Q2	$340K	Buy	5,997 +8	+0.1%	+$417	0.24%	132
2020 Q1	$276K	Buy	5,989 +10	+0.2%	+$590	0.27%	123
2019 Q4	$386K	Buy	+5,979	New	+$369K	0.32%	105

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

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

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return