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

Surevest’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 Q1	–	Sell	-13,035	Closed	-$841K	–	135
2019 Q4	$841K	Sell	13,035 -79	-0.6%	-$4.88K	0.36%	91
2019 Q3	$781K	Buy	13,114 +535	+4%	+$32.3K	0.38%	91
2019 Q2	$766K	Buy	12,579 +2,747	+28%	+$165K	0.4%	88
2019 Q1	$587K	Buy	9,832 +674	+7%	+$39.8K	0.36%	89
2018 Q4	$494K	Buy	+9,158	New	+$545K	0.39%	54

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

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

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

SEIA

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

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

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

Surevest's SLYG Position: Q1 2020 in Review

Surevest sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2020, closing a stake of 13,035 shares — an estimated $841K sold.

Surevest first reported a position in SLYG in Q4 2018 and held it in 5 quarters. The position peaked at $841K in Q4 2019. 245 funds tracked by Wall St. Rank hold SLYG as of Q1 2020.

Surevest reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Surevest sold 13,035 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2020, an estimated $841K.
Surevest first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 5 quarters.
Surevest's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $841K in Q4 2019.
245 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2020.

Based on Surevest's 13F filing for Q1 2020, filed 16 Apr 2020.