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Kabarec Financial Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Kabarec Financial Advisors’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
2018
Q2 		$270K Sell
4,275
-105
-2% -$6.45K 0.21% 35
2018
Q1 		$255K Sell
4,380
-56
-1% -$3.26K 0.16% 39
2017
Q4 		$252K Buy
+4,436
New +$256K 0.15% 37

Other funds holding SLYG

HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
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
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Kabarec Financial Advisors's SLYG Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.4% in Q2 2018, selling an estimated $6.45K and leaving 4,275 shares worth $270K. The position accounts for 0.21% of the portfolio, ranked #35.

Kabarec Financial Advisors first reported a position in SLYG in Q4 2017 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold SLYG as of Q2 2018.

  • Kabarec Financial Advisors held 4,275 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $270K as of Q2 2018.
  • Kabarec Financial Advisors sold 105 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2018, an estimated $6.45K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.21% of Kabarec Financial Advisors's portfolio in Q2 2018, its #35 holding.
  • Kabarec Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.