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

Capital Wealth Planning’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
2017
Q3 		– Sell
-3,716
Closed -$201K – 193
2017
Q2 		$201K Buy
+3,716
New +$198K 0.03% 98

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Capital Wealth Planning's SLYG Position: Q3 2017 in Review

Capital Wealth Planning sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2017, closing a stake of 3,716 shares — an estimated $201K sold.

Capital Wealth Planning first reported a position in SLYG in Q2 2017 and held it in 1 quarter. The position peaked at $201K in Q2 2017. 123 funds tracked by Wall St. Rank hold SLYG as of Q3 2017.

  • Capital Wealth Planning reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Wealth Planning sold 3,716 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2017, an estimated $201K.
  • Capital Wealth Planning first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2017 and held it in 1 quarter.
  • Capital Wealth Planning's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $201K in Q2 2017.
  • 123 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2017.

Based on Capital Wealth Planning's 13F filing for Q3 2017, filed 15 Nov 2017.