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

TrueWealth 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	$41K	Hold	717	–	–	0.02%	292
2020 Q1	$33K	Buy	+717	New	+$42.3K	0.02%	300
2018 Q2	–	Sell	-224	Closed	-$13K	–	865
2018 Q1	$13K	Buy	+224	New	+$13K	0.01%	415

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 $1.92B 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 $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 $58.2B AUM 22.78% 1-Year Est. Return

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

TrueWealth LLC's SLYG Position: Q2 2020 in Review

TrueWealth LLC held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2020 at 717 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #292.

TrueWealth LLC first reported a position in SLYG in Q1 2018 and has held it in 3 quarters since. 254 funds tracked by Wall St. Rank hold SLYG as of Q2 2020.

TrueWealth LLC held 717 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $41K as of Q2 2020.
TrueWealth LLC left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q2 2020.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of TrueWealth LLC's portfolio in Q2 2020, its #292 holding.
TrueWealth LLC first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2018 and has held it in 3 quarters since.
254 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.