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

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

Financial Engines Advisors

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return