Advisor Resource Council’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Advisor Resource Council’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
2026 Q1	$506K	Sell	5,235 -105	-2%	-$10.4K	0.2%	124
2025 Q4	$532K	Buy	+5,340	New	+$504K	0.19%	120
2025 Q2	–	Sell	-39,196	Closed	-$3.19M	–	518
2025 Q1	$3.19M	Buy	+39,196	New	+$3.5M	0.26%	101
2024 Q4	–	Sell	-4,431	Closed	-$413K	–	236
2024 Q3	$413K	Buy	+4,431	New	+$399K	0.19%	141
2024 Q2	–	Sell	-2,484	Closed	-$208K	–	193
2024 Q1	$208K	Sell	2,484 -27,193	-92%	-$2.27M	0.09%	212
2023 Q4	$2.48M	Buy	+29,677	New	+$2.23M	0.29%	82
2023 Q2	–	Sell	-27,480	Closed	-$2M	–	251
2023 Q1	$2M	Buy	+27,480	New	+$2.07M	0.5%	47
2022 Q1	–	Sell	-2,978	Closed	-$276K	–	482
2021 Q4	$276K	Buy	+2,978	New	+$272K	0.02%	461
2021 Q3	–	Sell	-3,546	Closed	-$315K	–	444
2021 Q2	$315K	Buy	+3,546	New	+$309K	0.03%	383

Other funds holding SLYG

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $1.82B AUM 16.79% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return