Dynamic Advisor Solutions’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Dynamic Advisor Solutions’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	-6,739	Closed	-$402K	–	604
2019 Q3	$402K	Buy	6,739 +1,122	+20%	+$67.7K	0.06%	317
2019 Q2	$342K	Buy	5,617 +1,186	+27%	+$71.3K	0.05%	338
2019 Q1	$265K	Sell	4,431 -1,608	-27%	-$95K	0.05%	324
2018 Q4	$352K	Sell	6,039 -495	-8%	-$29.5K	0.07%	255
2018 Q3	$441K	Buy	+6,534	New	+$439K	0.09%	236

Other funds holding SLYG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CDIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Dynamic Advisor Solutions's SLYG Position: Q4 2019 in Review

Dynamic Advisor Solutions sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2019, closing a stake of 6,739 shares — an estimated $402K sold.

Dynamic Advisor Solutions first reported a position in SLYG in Q3 2018 and held it in 5 quarters. The position peaked at $441K in Q3 2018. 266 funds tracked by Wall St. Rank hold SLYG as of Q4 2019.

Dynamic Advisor Solutions reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Dynamic Advisor Solutions sold 6,739 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2019, an estimated $402K.
Dynamic Advisor Solutions first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2018 and held it in 5 quarters.
Dynamic Advisor Solutions's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $441K in Q3 2018.
266 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2019.

Based on Dynamic Advisor Solutions's 13F filing for Q4 2019, filed 4 Feb 2020.