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Wealthspire Advisors (Maryland)’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-2,253
Closed -$135K – 1760
2019
Q1 		$135K Sell
2,253
-253
-10% -$14.9K 0.01% 546
2018
Q4 		$135K Sell
2,506
-21
-0.8% -$1.25K 0.01% 515
2018
Q3 		$171K Buy
2,527
+5
+0.2% +$336 0.01% 500
2018
Q2 		$159K Sell
2,522
-178
-7% -$10.9K 0.01% 529
2018
Q1 		$157K Buy
2,700
+104
+4% +$6.06K 0.01% 550
2017
Q4 		$148K Hold
2,596
– – 0.01% 580
2017
Q3 		$148K Buy
2,596
+236
+10% +$12.8K 0.02% 572
2017
Q2 		$128K Buy
2,360
+108
+5% +$5.76K 0.02% 595
2017
Q1 		$120K Sell
2,252
-172
-7% -$9.05K 0.02% 535
2016
Q4 		$126K Sell
2,424
-68
-3% -$3.33K 0.02% 502
2016
Q3 		$119K Buy
2,492
+104
+4% +$4.88K 0.02% 527
2016
Q2 		$106K Sell
2,388
-192
-7% -$8.39K 0.02% 523
2016
Q1 		$111K Buy
2,580
+76
+3% +$3.08K 0.02% 501
2015
Q4 		$108K Buy
+2,504
New +$114K 0.02% 500

Other funds holding SLYG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SLYG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2019, closing a stake of 2,253 shares — an estimated $135K sold.

Wealthspire Advisors (Maryland) first reported a position in SLYG in Q4 2015 and held it in 14 quarters. The position peaked at $171K in Q3 2018. 233 funds tracked by Wall St. Rank hold SLYG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,253 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2019, an estimated $135K.
  • Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $171K in Q3 2018.
  • 233 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.