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

WealthSource Partners’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 Q4	–	Sell	-6,099	Closed	-$363K	–	451
2019 Q3	$363K	Sell	6,099 -4,567	-43%	-$276K	0.05%	294
2019 Q2	$650K	Buy	10,666 +1,417	+15%	+$85.2K	0.1%	186
2019 Q1	$552K	Buy	+9,249	New	+$546K	0.12%	154

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CDIA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

WealthSource Partners's SLYG Position: Q4 2019 in Review

WealthSource Partners sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2019, closing a stake of 6,099 shares — an estimated $363K sold.

WealthSource Partners first reported a position in SLYG in Q1 2019 and held it in 3 quarters. The position peaked at $650K in Q2 2019. 266 funds tracked by Wall St. Rank hold SLYG as of Q4 2019.

WealthSource Partners reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
WealthSource Partners sold 6,099 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2019, an estimated $363K.
WealthSource Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2019 and held it in 3 quarters.
WealthSource Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $650K in Q2 2019.
266 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2019.

Based on WealthSource Partners's 13F filing for Q4 2019, filed 12 Feb 2020.