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

MKD Wealth Coaches’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
Q3 		– Sell
-718
Closed -$44K – 176
2019
Q2 		$44K Buy
718
+10
+1% +$601 0.04% 95
2019
Q1 		$42K Buy
708
+11
+2% +$650 0.04% 91
2018
Q4 		$38K Buy
+697
New +$41.5K 0.05% 92

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $803M AUM 16.89% 1-Year Est. Return

MKD Wealth Coaches's SLYG Position: Q3 2019 in Review

MKD Wealth Coaches sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2019, closing a stake of 718 shares — an estimated $44K sold.

MKD Wealth Coaches first reported a position in SLYG in Q4 2018 and held it in 3 quarters. The position peaked at $44K in Q2 2019. 234 funds tracked by Wall St. Rank hold SLYG as of Q3 2019.

  • MKD Wealth Coaches reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 718 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2019, an estimated $44K.
  • MKD Wealth Coaches first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 3 quarters.
  • MKD Wealth Coaches's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $44K in Q2 2019.
  • 234 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.