Beacon Pointe Wealth Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Beacon Pointe Wealth Advisors’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	$777K	Buy	12,051 +3,103	+35%	+$191K	0.14%	121
2019 Q3	$533K	Sell	8,948 -1,928	-18%	-$116K	0.11%	150
2019 Q2	$662K	Buy	10,876 +3,505	+48%	+$211K	0.14%	133
2019 Q1	$440K	Sell	7,371 -438	-6%	-$25.9K	0.1%	163
2018 Q4	$421K	Buy	+7,809	New	+$465K	0.15%	139

Other funds holding SLYG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $38.8B AUM 21.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Beacon Pointe Wealth Advisors's SLYG Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 35% in Q4 2019, buying an estimated $191K and bringing the position to 12,051 shares worth $777K. The position accounts for 0.14% of the portfolio, ranked #121.

Beacon Pointe Wealth Advisors first reported a position in SLYG in Q4 2018 and has held it in 5 quarters since. 266 funds tracked by Wall St. Rank hold SLYG as of Q4 2019.

Beacon Pointe Wealth Advisors held 12,051 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $777K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 3,103 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2019, an estimated $191K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.14% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #121 holding.
Beacon Pointe Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and has held it in 5 quarters since.
266 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.