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

Squar Milner 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
2020 Q3	–	Sell	-18,326	Closed	-$1.04M	–	162
2020 Q2	$1.04M	Buy	18,326 +1,163	+7%	+$60.6K	0.59%	39
2020 Q1	$792K	Sell	17,163 -7,178	-29%	-$424K	0.48%	33
2019 Q4	$1.57M	Buy	24,341 +8,963	+58%	+$553K	0.78%	16
2019 Q3	$908K	Sell	15,378 -5,349	-26%	-$323K	0.46%	57
2019 Q2	$1.26M	Buy	20,727 +1,670	+9%	+$100K	0.85%	16
2019 Q1	$1.14M	Buy	19,057 +10,995	+136%	+$650K	0.84%	20
2018 Q4	$435K	Buy	8,062 +2,805	+53%	+$167K	0.42%	55
2018 Q3	$355K	Buy	5,257 +4,897	+1,360%	+$329K	0.32%	82
2018 Q2	$23K	Buy	+360	New	+$22.1K	0.02%	461

Other funds holding SLYG

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

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

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

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

FWP

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

SEIA

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

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

CDIA

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's SLYG Position: Q3 2020 in Review

Squar Milner Financial Services sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2020, closing a stake of 18,326 shares — an estimated $1.04M sold.

Squar Milner Financial Services first reported a position in SLYG in Q2 2018 and held it in 9 quarters. The position peaked at $1.57M in Q4 2019. 255 funds tracked by Wall St. Rank hold SLYG as of Q3 2020.

Squar Milner Financial Services reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 18,326 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2020, an estimated $1.04M.
Squar Milner Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2018 and held it in 9 quarters.
Squar Milner Financial Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.57M in Q4 2019.
255 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.