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Alliance Wealth Advisors (Utah)’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$245K Sell
2,537
-754
-23% -$74.7K 0.05% 212
2025
Q4 		$310K Sell
3,291
-694
-17% -$65.5K 0.07% 209
2025
Q3 		$376K Sell
3,985
-6,052
-60% -$557K 0.09% 205
2025
Q2 		$891K Buy
10,037
+574
+6% +$48K 0.21% 111
2025
Q1 		$785K Buy
9,463
+429
+5% +$38.3K 0.21% 111
2024
Q4 		$816K Sell
9,034
-1,815
-17% -$172K 0.21% 117
2024
Q3 		$1.01M Buy
10,849
+607
+6% +$54.7K 0.27% 96
2024
Q2 		$879K Buy
10,242
+6,374
+165% +$545K 0.26% 95
2024
Q1 		$337K Buy
3,868
+130
+3% +$10.8K 0.1% 186
2023
Q4 		$313K Buy
3,738
+102
+3% +$7.65K 0.11% 189
2023
Q3 		$266K Buy
3,636
+139
+4% +$10.7K 0.1% 188
2023
Q2 		$269K Sell
3,497
-130
-4% -$9.5K 0.1% 190
2023
Q1 		$267K Buy
3,627
+120
+3% +$9.05K 0.11% 190
2022
Q4 		$253K Buy
+3,507
New +$258K 0.11% 181

Other funds holding SLYG

LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return