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

Smart Money 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
2019 Q4	–	Sell	-9,766	Closed	-$582K	–	87
2019 Q3	$582K	Buy	9,766 +291	+3%	+$17.6K	0.47%	47
2019 Q2	$577K	Sell	9,475 -7,295	-44%	-$439K	0.48%	47
2019 Q1	$1M	Sell	16,770 -10,167	-38%	-$601K	0.87%	39
2018 Q4	$1.45M	Buy	26,937 +893	+3%	+$53.2K	1.5%	22
2018 Q3	$1.76M	Sell	26,044 -196	-0.7%	-$13.2K	1.6%	20
2018 Q2	$1.66M	Buy	26,240 +676	+3%	+$41.5K	1.49%	23
2018 Q1	$1.49M	Buy	+25,564	New	+$1.49M	1.51%	22

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CDIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Smart Money Group's SLYG Position: Q4 2019 in Review

Smart Money Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2019, closing a stake of 9,766 shares — an estimated $582K sold.

Smart Money Group first reported a position in SLYG in Q1 2018 and held it in 7 quarters. The position peaked at $1.76M in Q3 2018. 266 funds tracked by Wall St. Rank hold SLYG as of Q4 2019.

Smart Money Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Smart Money Group sold 9,766 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2019, an estimated $582K.
Smart Money Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2018 and held it in 7 quarters.
Smart Money Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.76M in Q3 2018.
266 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2019.

Based on Smart Money Group's 13F filing for Q4 2019, filed 18 Feb 2020.