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Atherton Lane Advisers’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Atherton Lane Advisers’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
2015
Q4 		$869K Sell
20,140
-1,200
-6% -$54.9K 0.05% 109
2015
Q3 		$930K Hold
21,340
– – 0.06% 101
2015
Q2 		$1.01M Hold
21,340
– – 0.06% 104
2015
Q1 		$1.01M Buy
21,340
+140
+0.7% +$6.36K 0.05% 114
2014
Q4 		$943K Hold
21,200
– – 0.05% 122
2014
Q3 		$902K Buy
21,200
+2,920
+16% +$128K 0.05% 129
2014
Q2 		$828K Buy
+18,280
New +$797K 0.05% 135

Other funds holding SLYG

TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFG
Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return