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

Capital Planning 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 		– Sell
-93
Closed -$6K – 143
2019
Q3 		$6K Buy
+93
New +$5.61K ﹤0.01% 147

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Capital Planning Advisors's SLYG Position: Q4 2019 in Review

Capital Planning Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2019, closing a stake of 93 shares — an estimated $6K sold.

Capital Planning Advisors first reported a position in SLYG in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 266 funds tracked by Wall St. Rank hold SLYG as of Q4 2019.

  • Capital Planning Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 93 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2019, an estimated $6K.
  • Capital Planning Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2019 and held it in 1 quarter.
  • Capital Planning Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $6K in Q3 2019.
  • 266 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.