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

Burt 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
2018 Q4	–	Sell	-4	Closed	–	–	394
2018 Q3	$0	Hold	4	–	–	﹤0.01%	397
2018 Q2	$0	Hold	4	–	–	﹤0.01%	388
2018 Q1	$0	Hold	4	–	–	﹤0.01%	394
2017 Q4	$0	Hold	4	–	–	﹤0.01%	382
2017 Q3	$0	Buy	+4	New	+$216	﹤0.01%	399

Other funds holding SLYG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Burt Wealth Advisors's SLYG Position: Q4 2018 in Review

Burt Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2018, closing a stake of 4 shares.

Burt Wealth Advisors first reported a position in SLYG in Q3 2017 and held it in 5 quarters. The position peaked at $0 in Q3 2018. 241 funds tracked by Wall St. Rank hold SLYG as of Q4 2018.

Burt Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Burt Wealth Advisors sold 4 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2018.
Burt Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2017 and held it in 5 quarters.
Burt Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $0 in Q3 2018.
241 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.