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

WFG 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
2015 Q1	–	Sell	-1,600	Closed	-$71K	–	2050
2014 Q4	$71K	Hold	1,600	–	–	0.01%	755
2014 Q3	$68K	Hold	1,600	–	–	0.01%	807
2014 Q2	$72K	Hold	1,600	–	–	0.01%	777
2014 Q1	$72K	Hold	1,600	–	–	0.01%	762
2013 Q4	$72K	Buy	+1,600	New	+$68.4K	0.01%	870

Other funds holding SLYG

CDIA

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WFG Advisors's SLYG Position: Q1 2015 in Review

WFG Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2015, closing a stake of 1,600 shares — an estimated $71K sold.

WFG Advisors first reported a position in SLYG in Q4 2013 and held it in 5 quarters. The position peaked at $72K in Q2 2014. 58 funds tracked by Wall St. Rank hold SLYG as of Q1 2015.

WFG Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 1,600 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2015, an estimated $71K.
WFG Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2013 and held it in 5 quarters.
WFG Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $72K in Q2 2014.
58 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.