Institute for Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Institute for Wealth Management’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 Q3	–	Sell	-5,718	Closed	-$325K	–	440
2020 Q2	$325K	Buy	5,718 +68	+1%	+$3.54K	0.08%	313
2020 Q1	$261K	Buy	5,650 +131	+2%	+$7.73K	0.08%	308
2019 Q4	$356K	Buy	5,519 +428	+8%	+$26.4K	0.08%	310
2019 Q3	$303K	Buy	5,091 +247	+5%	+$14.9K	0.08%	323
2019 Q2	$295K	Buy	4,844 +234	+5%	+$14.1K	0.07%	359
2019 Q1	$275K	Buy	4,610 +459	+11%	+$27.1K	0.06%	351
2018 Q4	$224K	Buy	+4,151	New	+$247K	0.09%	229

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

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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