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

Arkadios Wealth 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
2026
Q1 		$604K Sell
6,255
-10,086
-62% -$999K 0.01% 1016
2025
Q4 		$1.54M Buy
+16,341
New +$1.54M 0.03% 536
2021
Q4 		– Sell
-996
Closed -$86K – 1594
2021
Q3 		$86K Hold
996
– – 0.01% 723
2021
Q2 		$88K Buy
996
+596
+149% +$51.9K 0.01% 753
2021
Q1 		$34K Hold
400
– – 0.01% 806
2020
Q4 		$30K Hold
400
– – 0.01% 660
2020
Q3 		$25.4K Hold
400
– – 0.01% 550
2020
Q2 		$22.6K Hold
400
– – 0.01% 520
2020
Q1 		$18.5K Hold
400
– – 0.01% 503
2019
Q4 		$26.7K Buy
+400
New +$24.7K 0.02% 410

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