Econ Financial Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Econ Financial Services’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 Q2	$1.07M	Buy	+17,523	New	+$1.05M	1.48%	27
2019 Q1	–	Sell	-22,714	Closed	-$1.23M	–	80
2018 Q4	$1.23M	Buy	+22,714	New	+$1.35M	1.87%	20

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $1.92B AUM 26.86% 1-Year Est. Return

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

CDIA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Econ Financial Services's SLYG Position: Q2 2019 in Review

Econ Financial Services opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2019: 17,523 shares worth $1.07M. The stake represents 1.48% of the portfolio and ranks #27 among its holdings. This is a return to the name: Econ Financial Services previously reported a position in SLYG as recently as Q4 2018.

Econ Financial Services first reported a position in SLYG in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.23M in Q4 2018. 233 funds tracked by Wall St. Rank hold SLYG as of Q2 2019.

Econ Financial Services held 17,523 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.07M as of Q2 2019.
State Street SPDR S&P 600 Small Cap Growth ETF was a new Econ Financial Services position in Q2 2019.
State Street SPDR S&P 600 Small Cap Growth ETF made up 1.48% of Econ Financial Services's portfolio in Q2 2019, its #27 holding.
Econ Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and has held it in 2 quarters since.
Econ Financial Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.23M in Q4 2018.
233 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2019.

Based on Econ Financial Services's 13F filing for Q2 2019, filed 8 Aug 2019.