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	–	313
2017 Q3	$2K	Buy	+32	New	+$1.73K	﹤0.01%	285

Other funds holding SLYG

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return