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

Aviso Wealth Management’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
Q4 		– Sell
-2,240
Closed -$211K – 150
2025
Q3 		$211K Sell
2,240
-370
-14% -$34K 0.09% 131
2025
Q2 		$232K Buy
+2,610
New +$218K 0.11% 131
2025
Q1 		– Sell
-2,332
Closed -$211K – 141
2024
Q4 		$211K Sell
2,332
-196
-8% -$18.5K 0.11% 138
2024
Q3 		$235K Sell
2,528
-281
-10% -$25.3K 0.13% 135
2024
Q2 		$241K Sell
2,809
-568
-17% -$48.5K 0.14% 132
2024
Q1 		$295K Buy
3,377
+835
+33% +$69.6K 0.19% 118
2023
Q4 		$213K Buy
+2,542
New +$191K 0.15% 134

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Aviso Wealth Management's SLYG Position: Q4 2025 in Review

Aviso Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2025, closing a stake of 2,240 shares — an estimated $211K sold.

Aviso Wealth Management first reported a position in SLYG in Q4 2023 and held it in 7 quarters. The position peaked at $295K in Q1 2024. 511 funds tracked by Wall St. Rank hold SLYG as of Q4 2025.

  • Aviso Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Aviso Wealth Management sold 2,240 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2025, an estimated $211K.
  • Aviso Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2023 and held it in 7 quarters.
  • Aviso Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $295K in Q1 2024.
  • 511 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2025.

Based on Aviso Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.