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

Westwind Capital’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
-16,988
Closed -$1.01M – 50
2019
Q1 		$1.01M Sell
16,988
-2,150
-11% -$127K 0.6% 23
2018
Q4 		$1.03M Sell
19,138
-1,112
-5% -$66.2K 0.74% 23
2018
Q3 		$1.37M Buy
+20,250
New +$1.36M 0.86% 21

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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $377B AUM 19.32% 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 $432B AUM 30.22% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Westwind Capital's SLYG Position: Q2 2019 in Review

Westwind Capital sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2019, closing a stake of 16,988 shares — an estimated $1.01M sold.

Westwind Capital first reported a position in SLYG in Q3 2018 and held it in 3 quarters. The position peaked at $1.37M in Q3 2018. 233 funds tracked by Wall St. Rank hold SLYG as of Q2 2019.

  • Westwind Capital reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Westwind Capital sold 16,988 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2019, an estimated $1.01M.
  • Westwind Capital first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2018 and held it in 3 quarters.
  • Westwind Capital's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.37M 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 Westwind Capital's 13F filing for Q2 2019, filed 9 Jul 2019.