Optimum Investment Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Optimum Investment Advisors’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	-166	Closed	-$11K	–	939
2019 Q4	$11K	Sell	166 -260	-61%	-$16K	﹤0.01%	766
2019 Q3	$25K	Buy	426 +1	+0.2%	+$60	0.01%	639
2019 Q2	$26K	Buy	425 +2	+0.5%	+$120	0.01%	636
2019 Q1	$25K	Buy	423 +1	+0.2%	+$59	0.01%	647
2018 Q4	$23K	Buy	422 +1	+0.2%	+$60	0.01%	633
2018 Q3	$28K	Buy	421 +1	+0.2%	+$67	0.01%	668
2018 Q2	$27K	Hold	420	–	–	0.01%	672
2018 Q1	$24K	Buy	+420	New	+$24.5K	0.01%	677
2015 Q1	$75K	Hold	1,600	–	–	0.02%	426
2014 Q4	$71K	Hold	1,600	–	–	0.02%	432
2014 Q3	$68K	Hold	1,600	–	–	0.02%	413
2014 Q2	$72K	Hold	1,600	–	–	0.02%	405
2014 Q1	$72K	Hold	1,600	–	–	0.03%	345
2013 Q4	$72K	Hold	1,600	–	–	0.03%	343
2013 Q3	$65K	Buy	+1,600	New	+$62.7K	0.03%	337

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

Optimum Investment Advisors's SLYG Position: Q1 2020 in Review

Optimum Investment Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2020, closing a stake of 166 shares — an estimated $11K sold.

Optimum Investment Advisors first reported a position in SLYG in Q3 2013 and held it in 15 quarters. The position peaked at $75K in Q1 2015. 244 funds tracked by Wall St. Rank hold SLYG as of Q1 2020.

Optimum Investment Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Optimum Investment Advisors sold 166 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2020, an estimated $11K.
Optimum Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2013 and held it in 15 quarters.
Optimum Investment Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $75K in Q1 2015.
244 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2020.

Based on Optimum Investment Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.