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

YorkBridge Wealth 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 Q3	–	Sell	-400	Closed	-$24K	–	561
2019 Q2	$24K	Hold	400	–	–	0.01%	448
2019 Q1	$24K	Hold	400	–	–	0.01%	445
2018 Q4	$22K	Hold	400	–	–	0.01%	444
2018 Q3	$27K	Hold	400	–	–	0.01%	450
2018 Q2	$25K	Hold	400	–	–	0.01%	477
2018 Q1	$24K	Hold	400	–	–	0.01%	480
2017 Q4	$22K	Hold	400	–	–	0.01%	488
2017 Q3	$23K	Hold	400	–	–	0.01%	490
2017 Q2	$22K	Buy	+400	New	+$21.3K	0.01%	487

Other funds holding SLYG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

CDIA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

YorkBridge Wealth Partners's SLYG Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2019, closing a stake of 400 shares — an estimated $24K sold.

YorkBridge Wealth Partners first reported a position in SLYG in Q2 2017 and held it in 9 quarters. The position peaked at $27K in Q3 2018. 234 funds tracked by Wall St. Rank hold SLYG as of Q3 2019.

YorkBridge Wealth Partners reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 400 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2019, an estimated $24K.
YorkBridge Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2017 and held it in 9 quarters.
YorkBridge Wealth Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $27K in Q3 2018.
234 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.