Stevard LLC’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Stevard LLC’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 Q2	–	Sell	-8,300	Closed	-$383K	–	164
2020 Q1	$383K	Hold	8,300	–	–	0.25%	36
2019 Q4	$536K	Buy	+8,300	New	+$512K	0.34%	33

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

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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

SEIA

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

CDIA

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

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

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

Stevard LLC's SLYG Position: Q2 2020 in Review

Stevard LLC sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2020, closing a stake of 8,300 shares — an estimated $383K sold.

Stevard LLC first reported a position in SLYG in Q4 2019 and held it in 2 quarters. The position peaked at $536K in Q4 2019. 254 funds tracked by Wall St. Rank hold SLYG as of Q2 2020.

Stevard LLC reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Stevard LLC sold 8,300 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2020, an estimated $383K.
Stevard LLC first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and held it in 2 quarters.
Stevard LLC's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $536K in Q4 2019.
254 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2020.

Based on Stevard LLC's 13F filing for Q2 2020, filed 11 Aug 2020.