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

Regal 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
2018
Q1 		– Sell
-5,544
Closed -$315K – 320
2017
Q4 		$315K Buy
5,544
+216
+4% +$12.5K 0.07% 218
2017
Q3 		$303K Buy
5,328
+16
+0.3% +$866 0.07% 217
2017
Q2 		$287K Buy
5,312
+12
+0.2% +$640 0.07% 212
2017
Q1 		$282K Sell
5,300
-676
-11% -$35.6K 0.07% 216
2016
Q4 		$311K Sell
5,976
-140
-2% -$6.86K 0.09% 199
2016
Q3 		$292K Sell
6,116
-884
-13% -$41.4K 0.08% 212
2016
Q2 		$312K Sell
7,000
-1,740
-20% -$76K 0.09% 196
2016
Q1 		$378K Buy
8,740
+1,620
+23% +$65.5K 0.1% 171
2015
Q4 		$307K Buy
7,120
+1,840
+35% +$84.1K 0.08% 198
2015
Q3 		$230K Buy
5,280
+2,100
+66% +$97.4K 0.06% 217
2015
Q2 		$151K Buy
3,180
+3,100
+3,875% +$147K 0.04% 278
2015
Q1 		$4K Buy
+80
New +$3.63K ﹤0.01% 848

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Regal Investment Advisors's SLYG Position: Q1 2018 in Review

Regal Investment Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2018, closing a stake of 5,544 shares — an estimated $315K sold.

Regal Investment Advisors first reported a position in SLYG in Q1 2015 and held it in 12 quarters. The position peaked at $378K in Q1 2016. 167 funds tracked by Wall St. Rank hold SLYG as of Q1 2018.

  • Regal Investment Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 5,544 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2018, an estimated $315K.
  • Regal Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2015 and held it in 12 quarters.
  • Regal Investment Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $378K in Q1 2016.
  • 167 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2018.

Based on Regal Investment Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.