Lucia Wealth Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Lucia Wealth Services’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 Q4	–	Sell	-18,890	Closed	-$1.27M	–	210
2018 Q3	$1.27M	Sell	18,890 -8,650	-31%	-$581K	0.4%	62
2018 Q2	$1.74M	Sell	27,540 -57,652	-68%	-$3.54M	0.76%	32
2018 Q1	$4.95M	Buy	85,192 +65,624	+335%	+$3.82M	1.61%	17
2017 Q4	$1.11M	Buy	+19,568	New	+$1.13M	0.49%	56

Other funds holding SLYG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CDIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Lucia Wealth Services's SLYG Position: Q4 2018 in Review

Lucia Wealth Services sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2018, closing a stake of 18,890 shares — an estimated $1.27M sold.

Lucia Wealth Services first reported a position in SLYG in Q4 2017 and held it in 4 quarters. The position peaked at $4.95M in Q1 2018. 241 funds tracked by Wall St. Rank hold SLYG as of Q4 2018.

Lucia Wealth Services reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
Lucia Wealth Services sold 18,890 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2018, an estimated $1.27M.
Lucia Wealth Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and held it in 4 quarters.
Lucia Wealth Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $4.95M in Q1 2018.
241 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2018.

Based on Lucia Wealth Services's 13F filing for Q4 2018, filed 13 Feb 2019.