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

Capital A 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
Q2 		– Sell
-10
Closed -$830 – 765
2025
Q1 		$830 Sell
10
-6
-38% -$536 ﹤0.01% 556
2024
Q4 		$1.45K Buy
+16
New +$1.51K ﹤0.01% 511

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B 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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 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 $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Capital A Wealth Management's SLYG Position: Q2 2025 in Review

Capital A Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2025, closing a stake of 10 shares — an estimated $830 sold.

Capital A Wealth Management first reported a position in SLYG in Q4 2024 and held it in 2 quarters. The position peaked at $1.45K in Q4 2024. 483 funds tracked by Wall St. Rank hold SLYG as of Q2 2025.

  • Capital A Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 10 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2025, an estimated $830.
  • Capital A Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.45K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.