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

Howe & Rusling’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
Q1 		– Sell
-208
Closed -$11K – 879
2018
Q4 		$11K Buy
+208
New +$12.4K ﹤0.01% 432

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Howe & Rusling's SLYG Position: Q1 2019 in Review

Howe & Rusling sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2019, closing a stake of 208 shares — an estimated $11K sold.

Howe & Rusling first reported a position in SLYG in Q4 2018 and held it in 1 quarter. The position peaked at $11K in Q4 2018. 246 funds tracked by Wall St. Rank hold SLYG as of Q1 2019.

  • Howe & Rusling reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Howe & Rusling sold 208 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2019, an estimated $11K.
  • Howe & Rusling first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 1 quarter.
  • Howe & Rusling's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $11K in Q4 2018.
  • 246 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2019.

Based on Howe & Rusling's 13F filing for Q1 2019, filed 29 Apr 2019.