Simplicity Solutions’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Simplicity Solutions’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
2021 Q1	–	Sell	-119,214	Closed	-$9.1M	–	903
2020 Q4	$9.1M	Buy	119,214 +122	+0.1%	+$8.32K	0.14%	156
2020 Q3	$7.03M	Buy	119,092 +11,620	+11%	+$694K	0.13%	147
2020 Q2	$6.1M	Buy	107,472 +49,093	+84%	+$2.56M	0.12%	159
2020 Q1	$2.7M	Sell	58,379 -50,603	-46%	-$2.99M	0.08%	184
2019 Q4	$7.03M	Buy	108,982 +28,501	+35%	+$1.76M	0.21%	84
2019 Q3	$4.8M	Buy	80,481 +13,244	+20%	+$799K	0.2%	85
2019 Q2	$4.09M	Sell	67,237 -9,175	-12%	-$552K	0.18%	87
2019 Q1	$4.56M	Buy	76,412 +57,817	+311%	+$3.42M	0.27%	80
2018 Q4	$1M	Buy	+18,595	New	+$1.11M	0.13%	183

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

SEIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Simplicity Solutions's SLYG Position: Q1 2021 in Review

Simplicity Solutions sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2021, closing a stake of 119,214 shares — an estimated $9.1M sold.

Simplicity Solutions first reported a position in SLYG in Q4 2018 and held it in 9 quarters. The position peaked at $9.1M in Q4 2020. 310 funds tracked by Wall St. Rank hold SLYG as of Q1 2021.

Simplicity Solutions reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
Simplicity Solutions sold 119,214 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2021, an estimated $9.1M.
Simplicity Solutions first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 9 quarters.
Simplicity Solutions's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $9.1M in Q4 2020.
310 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.