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

Bank of America

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

Financial Engines Advisors

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return