Advisor Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Advisor Group’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
2019 Q4	$5.62M	Sell	87,059 -16,758	-16%	-$1.03M	0.04%	380
2019 Q3	$6.19M	Buy	103,817 +42,579	+70%	+$2.57M	0.05%	346
2019 Q2	$3.73M	Buy	61,238 +5,810	+10%	+$349K	0.03%	505
2019 Q1	$3.31M	Sell	55,428 -561	-1%	-$33.1K	0.03%	508
2018 Q4	$3.02M	Sell	55,989 -54,573	-49%	-$3.25M	0.03%	471
2018 Q3	$7.46M	Buy	110,562 +79,278	+253%	+$5.33M	0.08%	224
2018 Q2	$1.98M	Buy	31,284 +18,180	+139%	+$1.12M	0.03%	551
2018 Q1	$762K	Buy	13,104 +1,464	+13%	+$85.2K	0.01%	1036
2017 Q4	$662K	Buy	11,640 +6,960	+149%	+$401K	0.01%	1146
2017 Q3	$267K	Sell	4,680 -3,196	-41%	-$173K	﹤0.01%	1622
2017 Q2	$427K	Sell	7,876 -560	-7%	-$29.9K	0.01%	1246
2017 Q1	$449K	Buy	8,436 +1,216	+17%	+$64K	0.01%	1144
2016 Q4	$375K	Buy	7,220 +2,264	+46%	+$111K	0.01%	1165
2016 Q3	$237K	Buy	4,956 +1,492	+43%	+$69.9K	0.01%	1412
2016 Q2	$152K	Buy	+3,464	New	+$151K	﹤0.01%	1650

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CDIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advisor Group's SLYG Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 16% in Q4 2019, selling an estimated $1.03M and leaving 87,059 shares worth $5.62M. The position accounts for 0.04% of the portfolio, ranked #380.

Advisor Group first reported a position in SLYG in Q2 2016 and has held it in 15 quarters since. The position peaked at $7.46M in Q3 2018. 266 funds tracked by Wall St. Rank hold SLYG as of Q4 2019.

Advisor Group held 87,059 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $5.62M as of Q4 2019.
Advisor Group sold 16,758 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2019, an estimated $1.03M.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.04% of Advisor Group's portfolio in Q4 2019, its #380 holding.
Advisor Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $7.46M in Q3 2018.
266 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.