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	–	2365
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 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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

CDIA

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

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

RIM

Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

Sowell Financial Services's SLYG Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2021, closing a stake of 271 shares — an estimated $24K sold.

Sowell Financial Services first reported a position in SLYG in Q4 2018 and held it in 9 quarters. The position peaked at $373K in Q1 2019. 309 funds tracked by Wall St. Rank hold SLYG as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 271 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2021, an estimated $24K.
Sowell Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 9 quarters.
Sowell Financial Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $373K in Q1 2019.
309 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.