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

Valeo Financial Advisors’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
2021 Q2	–	Sell	-310	Closed	-$27K	–	1615
2021 Q1	$27K	Hold	310	–	–	﹤0.01%	1068
2020 Q4	$24K	Buy	310 +242	+356%	+$16.5K	﹤0.01%	987
2020 Q3	$4K	Hold	68	–	–	﹤0.01%	1313
2020 Q2	$4K	Buy	+68	New	+$3.54K	﹤0.01%	1621
2019 Q3	–	Sell	-340	Closed	-$21K	–	1665
2019 Q2	$21K	Hold	340	–	–	﹤0.01%	835
2019 Q1	$20K	Hold	340	–	–	﹤0.01%	793
2018 Q4	$18K	Sell	340 -1,000	-75%	-$59.6K	﹤0.01%	737
2018 Q3	$80K	Buy	1,340 +1,000	+294%	+$67.2K	0.01%	450
2018 Q2	$23K	Sell	340 -8	-2%	-$491	﹤0.01%	730
2018 Q1	$20K	Buy	348 +340	+4,250%	+$19.8K	﹤0.01%	717
2017 Q4	$0	Hold	8	–	–	﹤0.01%	1480
2017 Q3	$0	Buy	+8	New	+$433	﹤0.01%	1216

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Stifel Financial

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

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

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

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Redwood Investment Management Scottsdale, Arizona $805M AUM 15.01% 1-Year Est. Return