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Asset Planning Services (Pennsylvania)’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Asset Planning Services (Pennsylvania)’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
2017
Q4 		– Sell
-1,000
Closed -$57K – 302
2017
Q3 		$57K Buy
1,000
+500
+100% +$27.1K 0.03% 133
2017
Q2 		$27K Buy
+500
New +$26.7K 0.02% 170

Other funds holding SLYG

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
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
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
I
INVST Indianapolis, Indiana $1.03B AUM 29.49% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s SLYG Position: Q4 2017 in Review

Asset Planning Services (Pennsylvania) sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2017, closing a stake of 1,000 shares — an estimated $57K sold.

Asset Planning Services (Pennsylvania) first reported a position in SLYG in Q2 2017 and held it in 2 quarters. The position peaked at $57K in Q3 2017. 157 funds tracked by Wall St. Rank hold SLYG as of Q4 2017.

  • Asset Planning Services (Pennsylvania) reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 1,000 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2017, an estimated $57K.
  • Asset Planning Services (Pennsylvania) first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2017 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $57K in Q3 2017.
  • 157 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2017.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2017, filed 1 Feb 2018.