Kings Point Capital Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Kings Point Capital 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	-860	Closed	-$49K	–	493
2020 Q2	$49K	Hold	860	–	–	0.01%	283
2020 Q1	$40K	Hold	860	–	–	0.01%	300
2019 Q4	$55K	Hold	860	–	–	0.01%	305
2019 Q3	$51K	Hold	860	–	–	0.01%	297
2019 Q2	$52K	Hold	860	–	–	0.01%	254
2019 Q1	$51K	Hold	860	–	–	0.01%	236
2018 Q4	$46K	Hold	860	–	–	0.01%	232
2018 Q3	$58K	Hold	860	–	–	0.01%	229
2018 Q2	$54K	Hold	860	–	–	0.01%	230
2018 Q1	$50K	Hold	860	–	–	0.01%	235
2017 Q4	$49K	Hold	860	–	–	0.01%	234
2017 Q3	$49K	Buy	+860	New	+$46.5K	0.01%	224

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

Kings Point Capital Management's SLYG Position: Q3 2020 in Review

Kings Point Capital Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2020, closing a stake of 860 shares — an estimated $49K sold.

Kings Point Capital Management first reported a position in SLYG in Q3 2017 and held it in 12 quarters. The position peaked at $58K in Q3 2018. 255 funds tracked by Wall St. Rank hold SLYG as of Q3 2020.

Kings Point Capital Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
Kings Point Capital Management sold 860 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2020, an estimated $49K.
Kings Point Capital Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2017 and held it in 12 quarters.
Kings Point Capital Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $58K in Q3 2018.
255 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2020.

Based on Kings Point Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.