DI
SLYG icon

Disciplined Investments’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Disciplined Investments’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
Q2 		– Sell
-80
Closed -$4K – 438
2020
Q1 		$4K Buy
+80
New +$4.72K ﹤0.01% 340

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
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Disciplined Investments's SLYG Position: Q2 2020 in Review

Disciplined Investments sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2020, closing a stake of 80 shares — an estimated $4K sold.

Disciplined Investments first reported a position in SLYG in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 254 funds tracked by Wall St. Rank hold SLYG as of Q2 2020.

  • Disciplined Investments reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Disciplined Investments sold 80 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2020, an estimated $4K.
  • Disciplined Investments first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • Disciplined Investments's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $4K in Q1 2020.
  • 254 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2020.

Based on Disciplined Investments's 13F filing for Q2 2020, filed 13 Aug 2020.