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Capstone Triton Financial Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Capstone Triton Financial Group’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
2026
Q1 		$284K Buy
+2,976
New +$295K 0.5% 43
2022
Q3 		– Sell
-2,726
Closed -$208K – 101
2022
Q2 		$208K Hold
2,726
– – 0.16% 98
2022
Q1 		$208K Sell
2,726
-112
-4% -$9.45K 0.15% 101
2021
Q4 		$264K Sell
2,838
-17
-0.6% -$1.55K 0.53% 66
2021
Q3 		$259K Sell
2,855
-90
-3% -$7.94K 0.16% 102
2021
Q2 		$261K Sell
2,945
-45
-2% -$3.92K 0.16% 102
2021
Q1 		$257K Buy
2,990
+696
+30% +$59.2K 0.17% 94
2020
Q4 		$175K Buy
+2,294
New +$157K 0.11% 127

Other funds holding SLYG

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
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
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return