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Winslow Evans & Crocker’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$15K Hold
200
– – ﹤0.01% 864
2020
Q3 		$12K Hold
200
– – ﹤0.01% 722
2020
Q2 		$11K Hold
200
– – ﹤0.01% 726
2020
Q1 		$10K Hold
200
– – ﹤0.01% 716
2019
Q4 		$14K Sell
200
-468
-70% -$28.9K ﹤0.01% 748
2019
Q3 		$40K Sell
668
-1,200
-64% -$72.4K 0.01% 540
2019
Q2 		$116K Hold
1,868
– – 0.03% 370
2019
Q1 		$112K Hold
1,868
– – 0.03% 366
2018
Q4 		$104K Hold
1,868
– – 0.03% 347
2018
Q3 		$128K Hold
1,868
– – 0.04% 332
2018
Q2 		$120K Sell
1,868
-4
-0.2% -$246 0.04% 339
2018
Q1 		$109K Hold
1,872
– – 0.04% 343
2017
Q4 		$106K Hold
1,872
– – 0.03% 355
2017
Q3 		$106K Sell
1,872
-1,228
-40% -$66.4K 0.04% 353
2017
Q2 		$167K Buy
3,100
+396
+15% +$21.1K 0.05% 339
2017
Q1 		$144K Buy
2,704
+1,304
+93% +$68.6K 0.05% 348
2016
Q4 		$72.8K Hold
1,400
– – 0.02% 454
2016
Q3 		$66.9K Buy
1,400
+1,200
+600% +$56.3K 0.02% 483
2016
Q2 		$8.92K Hold
200
– – ﹤0.01% 908
2016
Q1 		$8.64K Sell
200
-1,400
-88% -$56.6K ﹤0.01% 912
2015
Q4 		$69K Buy
+1,600
New +$73.1K 0.02% 469

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CDIA
Capital Directions Investment Advisors Atlanta, Georgia $268M AUM 20.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Winslow Evans & Crocker's SLYG Position: Q4 2020 in Review

Winslow Evans & Crocker held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q4 2020 at 200 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Winslow Evans & Crocker first reported a position in SLYG in Q4 2015 and has held it in 21 quarters since. The position peaked at $167K in Q2 2017. 295 funds tracked by Wall St. Rank hold SLYG as of Q4 2020.

  • Winslow Evans & Crocker held 200 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $15K as of Q4 2020.
  • Winslow Evans & Crocker left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q4 2020.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #864 holding.
  • Winslow Evans & Crocker first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2015 and has held it in 21 quarters since.
  • Winslow Evans & Crocker's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $167K in Q2 2017.
  • 295 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.