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B. Riley Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

B. Riley 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
2015
Q3 		– Sell
-884
Closed -$42K – 648
2015
Q2 		$42K Hold
884
– – 0.03% 452
2015
Q1 		$41K Buy
884
+256
+41% +$11.6K 0.03% 440
2014
Q4 		$27K Buy
628
+8
+1% +$351 0.02% 513
2014
Q3 		$26K Sell
620
-16
-3% -$702 0.02% 551
2014
Q2 		$28K Hold
636
– – 0.02% 579
2014
Q1 		$28K Buy
+636
New +$28.1K 0.02% 566

Other funds holding SLYG

TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
NFG
Noven Financial Group Denver, Colorado $123M AUM 5.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return