Moisand Fitzgerald Tamayo’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Moisand Fitzgerald Tamayo’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 Q1	–	Sell	-181	Closed	-$12K	–	287
2019 Q4	$12K	Buy	181 +16	+10%	+$987	0.01%	191
2019 Q3	$10K	Buy	165 +19	+13%	+$1.15K	0.01%	197
2019 Q2	$9K	Buy	146 +16	+12%	+$962	﹤0.01%	199
2019 Q1	$8K	Buy	130 +5	+4%	+$295	﹤0.01%	207
2018 Q4	$7K	Buy	125 +15	+14%	+$893	﹤0.01%	207
2018 Q3	$7K	Buy	110 +14	+15%	+$941	﹤0.01%	229
2018 Q2	$6K	Buy	96 +20	+26%	+$1.23K	﹤0.01%	217
2018 Q1	$4K	Buy	+76	New	+$4.42K	﹤0.01%	268
2017 Q4	–	Sell	-32	Closed	-$2K	–	312
2017 Q3	$2K	Buy	+32	New	+$1.73K	﹤0.01%	285

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

SEIA

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

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SLYG Position: Q1 2020 in Review

Moisand Fitzgerald Tamayo sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2020, closing a stake of 181 shares — an estimated $12K sold.

Moisand Fitzgerald Tamayo first reported a position in SLYG in Q3 2017 and held it in 9 quarters. The position peaked at $12K in Q4 2019. 244 funds tracked by Wall St. Rank hold SLYG as of Q1 2020.

Moisand Fitzgerald Tamayo reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 181 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2020, an estimated $12K.
Moisand Fitzgerald Tamayo first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2017 and held it in 9 quarters.
Moisand Fitzgerald Tamayo's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $12K in Q4 2019.
244 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2020.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q1 2020, filed 13 May 2020.