Chessman Wealth Strategies RIA’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Chessman Wealth Strategies RIA’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 Q1	–	Sell	-93,629	Closed	-$5.05M	–	25
2018 Q4	$5.05M	Sell	93,629 -57,410	-38%	-$3.42M	5.38%	9
2018 Q3	$10.2M	Buy	151,039 +15,925	+12%	+$1.07M	8.97%	8
2018 Q2	$8.54M	Buy	+135,114	New	+$8.29M	7.52%	5

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

Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

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

CDIA

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

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

Chessman Wealth Strategies RIA's SLYG Position: Q1 2019 in Review

Chessman Wealth Strategies RIA sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2019, closing a stake of 93,629 shares — an estimated $5.05M sold.

Chessman Wealth Strategies RIA first reported a position in SLYG in Q2 2018 and held it in 3 quarters. The position peaked at $10.2M in Q3 2018. 246 funds tracked by Wall St. Rank hold SLYG as of Q1 2019.

Chessman Wealth Strategies RIA reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
Chessman Wealth Strategies RIA sold 93,629 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2019, an estimated $5.05M.
Chessman Wealth Strategies RIA first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2018 and held it in 3 quarters.
Chessman Wealth Strategies RIA's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $10.2M in Q3 2018.
246 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2019.

Based on Chessman Wealth Strategies RIA's 13F filing for Q1 2019, filed 9 Apr 2019.