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	–	1610
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	–	1659
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%	1426
2017 Q3	$0	Buy	+8	New	+$433	﹤0.01%	1185

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

CDIA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RIM

Redwood Investment Management Scottsdale, Arizona $1.01B AUM 23.81% 1-Year Est. Return

Valeo Financial Advisors's SLYG Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2021, closing a stake of 310 shares — an estimated $27K sold.

Valeo Financial Advisors first reported a position in SLYG in Q3 2017 and held it in 12 quarters. The position peaked at $80K in Q3 2018. 309 funds tracked by Wall St. Rank hold SLYG as of Q2 2021.

Valeo Financial Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 310 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2021, an estimated $27K.
Valeo Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $80K in Q3 2018.
309 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.