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Client 1st Advisory Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Client 1st Advisory Group’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
2020
Q1 		– Sell
-3,406
Closed -$220K – 55
2019
Q4 		$220K Buy
+3,406
New +$210K 0.22% 47

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Client 1st Advisory Group's SLYG Position: Q1 2020 in Review

Client 1st Advisory Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2020, closing a stake of 3,406 shares — an estimated $220K sold.

Client 1st Advisory Group first reported a position in SLYG in Q4 2019 and held it in 1 quarter. The position peaked at $220K in Q4 2019. 245 funds tracked by Wall St. Rank hold SLYG as of Q1 2020.

  • Client 1st Advisory Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Client 1st Advisory Group sold 3,406 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2020, an estimated $220K.
  • Client 1st Advisory Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Client 1st Advisory Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $220K in Q4 2019.
  • 245 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2020.

Based on Client 1st Advisory Group's 13F filing for Q1 2020, filed 15 May 2020.