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

Blue Barn Wealth’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	$2.18M	Sell	23,180 -42,872	-65%	-$4.05M	3.18%	8
2025 Q3	$6.23M	Buy	66,052 +1,121	+2%	+$103K	2.74%	7
2025 Q2	$5.76M	Buy	64,931 +6,677	+11%	+$558K	2.71%	7
2025 Q1	$4.84M	Buy	58,254 +3,111	+6%	+$278K	2.52%	8
2024 Q4	$4.98M	Buy	55,143 +2,448	+5%	+$231K	2.63%	8
2024 Q3	$4.91M	Buy	52,695 +1,495	+3%	+$135K	2.52%	8
2024 Q2	$4.4M	Buy	51,200 +461	+0.9%	+$39.4K	2.45%	10
2024 Q1	$4.43M	Buy	50,739 +191	+0.4%	+$15.9K	2.47%	10
2023 Q4	$4.23M	Buy	50,548 +2,413	+5%	+$181K	2.51%	9
2023 Q3	$3.53M	Buy	48,135 +2,205	+5%	+$170K	2.32%	11
2023 Q2	$3.53M	Buy	45,930 +2,147	+5%	+$157K	2.3%	10
2023 Q1	$3.23M	Buy	43,783 +1,121	+3%	+$84.6K	2%	12
2022 Q4	$3.08M	Sell	42,662 -5,585	-12%	-$411K	2.03%	12
2022 Q3	$3.29M	Buy	48,247 +1,410	+3%	+$106K	2.34%	10
2022 Q2	$3.3M	Buy	46,837 +2,882	+7%	+$219K	2.53%	9
2022 Q1	$3.69M	Buy	43,955 +4,782	+12%	+$403K	2.55%	9
2021 Q4	$3.64M	Buy	39,173 +4,096	+12%	+$373K	2.46%	10
2021 Q3	$3.06M	Buy	35,077 +2,180	+7%	+$192K	2.68%	8
2021 Q2	$2.92M	Buy	+32,897	New	+$2.87M	3%	9

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return