Bridgewater Wealth & Financial Management’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Bridgewater Wealth & Financial Management’s Portfolio SLY Stock Details SLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-4,610	Closed	-$284K	–	118
2017 Q2	$284K	Buy	4,610 +248	+6%	+$15.1K	0.09%	86
2017 Q1	$265K	Buy	4,362 +240	+6%	+$14.5K	0.1%	90
2016 Q4	$249K	Sell	4,122 -796	-16%	-$45.9K	0.09%	93
2016 Q3	$274K	Hold	4,918	–	–	0.1%	85
2016 Q2	$257K	Buy	4,918 +200	+4%	+$10.2K	0.09%	94
2016 Q1	$239K	Buy	4,718 +410	+10%	+$19.2K	0.09%	96
2015 Q4	$213K	Buy	4,308 +180	+4%	+$9.28K	0.08%	86
2015 Q3	$201K	Buy	+4,128	New	+$215K	0.08%	87

Other funds holding SLY

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bridgewater Wealth & Financial Management's SLY Position: Q3 2017 in Review

Bridgewater Wealth & Financial Management sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q3 2017, closing a stake of 4,610 shares — an estimated $284K sold.

Bridgewater Wealth & Financial Management first reported a position in SLY in Q3 2015 and held it in 8 quarters. The position peaked at $284K in Q2 2017. 86 funds tracked by Wall St. Rank hold SLY as of Q3 2017.

Bridgewater Wealth & Financial Management reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q3 2017 after selling out during the quarter.
Bridgewater Wealth & Financial Management sold 4,610 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q3 2017, an estimated $284K.
Bridgewater Wealth & Financial Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2015 and held it in 8 quarters.
Bridgewater Wealth & Financial Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $284K in Q2 2017.
86 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q3 2017.

Based on Bridgewater Wealth & Financial Management's 13F filing for Q3 2017, filed 14 Nov 2017.