ProVise Management Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

ProVise Management Group’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
2018 Q4	–	Sell	-25,023	Closed	-$1.69M	–	328
2018 Q3	$1.69M	Buy	25,023 +358	+1%	+$24.1K	0.22%	118
2018 Q2	$1.56K	Buy	+24,665	New	+$1.51M	0.12%	133
2017 Q2	–	Sell	-19,740	Closed	-$1.05M	–	347
2017 Q1	$1.05M	Buy	19,740 +12,700	+180%	+$668K	0.17%	137
2016 Q4	$366K	Sell	7,040 -6,004	-46%	-$294K	0.06%	241
2016 Q3	$624K	Buy	+13,044	New	+$611K	0.11%	189
2015 Q1	–	Sell	-15,028	Closed	-$669K	–	309
2014 Q4	$669K	Buy	+15,028	New	+$660K	0.14%	156

Other funds holding SLYG

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return

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

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return