Financial Architects (New Jersey)’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Financial Architects (New Jersey)’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	-266	Closed	-$12K	–	904
2020 Q1	$12K	Sell	266 -148	-36%	-$8.74K	﹤0.01%	591
2019 Q4	$27K	Buy	414 +148	+56%	+$9.13K	0.01%	528
2019 Q3	$16K	Hold	266	–	–	﹤0.01%	642
2019 Q2	$16K	Sell	266 -114	-30%	-$6.85K	﹤0.01%	785
2019 Q1	$23K	Hold	380	–	–	﹤0.01%	845
2018 Q4	$20K	Hold	380	–	–	﹤0.01%	804
2018 Q3	$26K	Hold	380	–	–	﹤0.01%	853
2018 Q2	$24K	Sell	380 -480	-56%	-$29.5K	﹤0.01%	766
2018 Q1	$50K	Sell	860 -540	-39%	-$31.4K	0.01%	606
2017 Q4	$80K	Hold	1,400	–	–	0.01%	554
2017 Q3	$80K	Buy	+1,400	New	+$75.7K	0.01%	546
2015 Q1	–	Sell	-760	Closed	-$34K	–	1023
2014 Q4	$34K	Hold	760	–	–	0.01%	414
2014 Q3	$32K	Hold	760	–	–	0.02%	380
2014 Q2	$34K	Buy	+760	New	+$33.1K	0.02%	386

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 $5.56B AUM 26.66% 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

Financial Architects (New Jersey)'s SLYG Position: Q2 2020 in Review

Financial Architects (New Jersey) sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2020, closing a stake of 266 shares — an estimated $12K sold.

Financial Architects (New Jersey) first reported a position in SLYG in Q2 2014 and held it in 14 quarters. The position peaked at $80K in Q4 2017. 254 funds tracked by Wall St. Rank hold SLYG as of Q2 2020.

Financial Architects (New Jersey) reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 266 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2020, an estimated $12K.
Financial Architects (New Jersey) first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2014 and held it in 14 quarters.
Financial Architects (New Jersey)'s State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $80K in Q4 2017.
254 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2020, filed 11 Aug 2020.