Sowell Financial Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-271	Closed	-$24K	–	2368
2021 Q1	$24K	Hold	271	–	–	﹤0.01%	1983
2020 Q4	$21K	Sell	271 -23	-8%	-$1.57K	﹤0.01%	1729
2020 Q3	$17K	Hold	294	–	–	﹤0.01%	1638
2020 Q2	$17K	Sell	294 -480	-62%	-$25K	﹤0.01%	1520
2020 Q1	$36K	Sell	774 -1,885	-71%	-$111K	﹤0.01%	1164
2019 Q4	$172K	Sell	2,659 -2,158	-45%	-$133K	0.01%	763
2019 Q3	$287K	Buy	+4,817	New	+$291K	0.02%	550
2019 Q1	$373K	Buy	6,251 +457	+8%	+$27K	0.04%	410
2018 Q4	$313K	Buy	+5,794	New	+$345K	0.04%	378

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 $376B AUM 19.32% 1-Year Est. Return

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $4.94B AUM 23.73% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return