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

Atria Wealth Solutions’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
2025
Q2 		$919K Sell
10,310
-8,586
-45% -$718K 0.02% 669
2025
Q1 		$1.57M Buy
18,896
+1,818
+11% +$162K 0.02% 722
2024
Q4 		$1.54M Sell
17,078
-935
-5% -$88.4K 0.02% 741
2024
Q3 		$1.68M Sell
18,013
-2,913
-14% -$262K 0.02% 701
2024
Q2 		$1.8M Sell
20,926
-219
-1% -$18.7K 0.02% 658
2024
Q1 		$1.84M Buy
21,145
+652
+3% +$54.4K 0.02% 669
2023
Q4 		$1.71M Buy
20,493
+2,288
+13% +$172K 0.02% 656
2023
Q3 		$1.33M Sell
18,205
-3,819
-17% -$294K 0.02% 702
2023
Q2 		$1.69M Sell
22,024
-569
-3% -$41.6K 0.02% 622
2023
Q1 		$1.67M Buy
22,593
+2,678
+13% +$202K 0.02% 603
2022
Q4 		$1.44M Buy
19,915
+1,803
+10% +$133K 0.02% 615
2022
Q3 		$1.23M Buy
18,112
+1,113
+7% +$83.6K 0.02% 646
2022
Q2 		$1.2M Sell
16,999
-1,344
-7% -$102K 0.02% 628
2022
Q1 		$1.54M Buy
+18,343
New +$1.55M 0.03% 564

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atria Wealth Solutions's SLYG Position: Q2 2025 in Review

Atria Wealth Solutions reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 45% in Q2 2025, selling an estimated $718K and leaving 10,310 shares worth $919K. The position accounts for 0.02% of the portfolio, ranked #669.

Atria Wealth Solutions first reported a position in SLYG in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.84M in Q1 2024. 484 funds tracked by Wall St. Rank hold SLYG as of Q2 2025.

  • Atria Wealth Solutions held 10,310 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $919K as of Q2 2025.
  • Atria Wealth Solutions sold 8,586 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2025, an estimated $718K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #669 holding.
  • Atria Wealth Solutions first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.84M in Q1 2024.
  • 484 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.