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

GoalVest Advisory’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
2021
Q1 		– Sell
-219
Closed -$17K – 227
2020
Q4 		$17K Buy
+219
New +$14.9K 0.01% 154

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

GoalVest Advisory's SLYG Position: Q1 2021 in Review

GoalVest Advisory sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2021, closing a stake of 219 shares — an estimated $17K sold.

GoalVest Advisory first reported a position in SLYG in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 310 funds tracked by Wall St. Rank hold SLYG as of Q1 2021.

  • GoalVest Advisory reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • GoalVest Advisory sold 219 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2021, an estimated $17K.
  • GoalVest Advisory first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • GoalVest Advisory's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $17K in Q4 2020.
  • 310 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2021.

Based on GoalVest Advisory's 13F filing for Q1 2021, filed 13 May 2021.