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

MYCIO Wealth Partners’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	-4,225	Closed	-$273K	–	333
2019 Q4	$273K	Buy	4,225 +6	+0.1%	+$370	0.02%	285
2019 Q3	$251K	Buy	4,219 +9	+0.2%	+$543	0.02%	269
2019 Q2	$256K	Buy	4,210 +7	+0.2%	+$421	0.02%	266
2019 Q1	$251K	Sell	4,203 -185	-4%	-$10.9K	0.02%	247
2018 Q4	$237K	Buy	4,388 +10	+0.2%	+$596	0.02%	241
2018 Q3	$296K	Buy	4,378 +5	+0.1%	+$336	0.03%	217
2018 Q2	$276K	Buy	+4,373	New	+$268K	0.03%	225
2016 Q4	–	Sell	-3,020	Closed	-$144K	–	582
2016 Q3	$144K	Hold	3,020	–	–	0.02%	211
2016 Q2	$135K	Buy	3,020 +2,840	+1,578%	+$124K	0.02%	221
2016 Q1	$8K	Buy	180 +4	+2%	+$162	﹤0.01%	550
2015 Q4	$8K	Buy	176 +8	+5%	+$366	﹤0.01%	563
2015 Q3	$7K	Hold	168	–	–	﹤0.01%	615
2015 Q2	$8K	Hold	168	–	–	﹤0.01%	550
2015 Q1	$8K	Sell	168 -1,200	-88%	-$54.5K	﹤0.01%	509
2014 Q4	$61K	Buy	1,368 +1,208	+755%	+$53K	0.01%	246
2014 Q3	$7K	Hold	160	–	–	﹤0.01%	483
2014 Q2	$7K	Hold	160	–	–	﹤0.01%	502
2014 Q1	$7K	Hold	160	–	–	﹤0.01%	496
2013 Q4	$7K	Hold	160	–	–	﹤0.01%	479
2013 Q3	$7K	Hold	160	–	–	﹤0.01%	435
2013 Q2	$6K	Buy	+160	New	+$5.73K	﹤0.01%	463

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

MYCIO Wealth Partners's SLYG Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2020, closing a stake of 4,225 shares — an estimated $273K sold.

MYCIO Wealth Partners first reported a position in SLYG in Q2 2013 and held it in 21 quarters. The position peaked at $296K in Q3 2018. 244 funds tracked by Wall St. Rank hold SLYG as of Q1 2020.

MYCIO Wealth Partners reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 4,225 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2020, an estimated $273K.
MYCIO Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2013 and held it in 21 quarters.
MYCIO Wealth Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $296K in Q3 2018.
244 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.