CAPTRUST Financial Advisors
SLYG icon

CAPTRUST Financial Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

CAPTRUST Financial Advisors’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 		$1.68M Sell
17,403
-1,477
-8% -$146K ﹤0.01% 1295
2025
Q4 		$1.78M Sell
18,880
-427
-2% -$40.3K ﹤0.01% 1152
2025
Q3 		$1.82M Buy
19,307
+1,979
+11% +$182K ﹤0.01% 1074
2025
Q2 		$1.54M Sell
17,328
-627
-3% -$52.4K ﹤0.01% 1104
2025
Q1 		$1.49M Buy
17,955
+4,462
+33% +$398K ﹤0.01% 1058
2024
Q4 		$1.22M Sell
13,493
-1,453
-10% -$137K ﹤0.01% 1130
2024
Q3 		$1.39M Buy
+14,946
New +$1.35M ﹤0.01% 1002
2022
Q3 		– Sell
-1,366
Closed -$96K – 3742
2022
Q2 		$96K Buy
1,366
+633
+86% +$48K ﹤0.01% 2219
2022
Q1 		$61K Sell
733
-210
-22% -$17.7K ﹤0.01% 2652
2021
Q4 		$88K Buy
943
+372
+65% +$33.9K ﹤0.01% 2255
2021
Q3 		$50K Hold
571
– – ﹤0.01% 2578
2021
Q2 		$51K Buy
571
+146
+34% +$12.7K ﹤0.01% 2501
2021
Q1 		$36K Hold
425
– – ﹤0.01% 2642
2020
Q4 		$32K Hold
425
– – ﹤0.01% 2040
2020
Q3 		$25K Hold
425
– – ﹤0.01% 1883
2020
Q2 		$24K Buy
+425
New +$22.1K ﹤0.01% 1872
2018
Q4 		– Sell
-120
Closed -$8K – 1669
2018
Q3 		$8K Buy
+120
New +$8.07K ﹤0.01% 1284

Other funds holding SLYG

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