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

USCA RIA’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
2019
Q1 		– Sell
-56,783
Closed -$3.06M – 457
2018
Q4 		$3.06M Buy
56,783
+2,822
+5% +$168K 0.41% 78
2018
Q3 		$3.64M Buy
53,961
+8,012
+17% +$539K 0.37% 77
2018
Q2 		$2.9M Buy
45,949
+5,029
+12% +$309K 0.31% 92
2018
Q1 		$2.38M Buy
40,920
+26,528
+184% +$1.54M 0.26% 122
2017
Q4 		$818K Buy
14,392
+8,304
+136% +$479K 0.09% 234
2017
Q3 		$329K Hold
6,088
– – 0.04% 341
2017
Q2 		$329K Buy
+6,088
New +$325K 0.04% 344

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return