Engrave Wealth Partners’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Engrave Wealth Partners’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	-897	Closed	-$41K	–	487
2020 Q1	$41K	Hold	897	–	–	0.05%	109
2019 Q4	$57K	Buy	+897	New	+$55.4K	0.05%	118

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

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

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

Engrave Wealth Partners's SLYG Position: Q2 2020 in Review

Engrave Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2020, closing a stake of 897 shares — an estimated $41K sold.

Engrave Wealth Partners first reported a position in SLYG in Q4 2019 and held it in 2 quarters. The position peaked at $57K in Q4 2019. 254 funds tracked by Wall St. Rank hold SLYG as of Q2 2020.

Engrave Wealth Partners reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Engrave Wealth Partners sold 897 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2020, an estimated $41K.
Engrave Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and held it in 2 quarters.
Engrave Wealth Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $57K in Q4 2019.
254 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2020.

Based on Engrave Wealth Partners's 13F filing for Q2 2020, filed 14 Jul 2020.