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

CarsonAllaria 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
2026
Q1 		$2.98M Sell
30,848
-305
-1% -$30.2K 1.47% 19
2025
Q4 		$2.93M Sell
31,153
-161
-0.5% -$15.2K 1.46% 19
2025
Q3 		$2.95M Sell
31,314
-939
-3% -$86.4K 1.54% 19
2025
Q2 		$2.86M Sell
32,253
-1,023
-3% -$85.5K 1.53% 18
2025
Q1 		$2.76M Sell
33,276
-562
-2% -$50.2K 1.6% 20
2024
Q4 		$3.06M Buy
33,838
+226
+0.7% +$21.4K 1.75% 18
2024
Q3 		$3.13M Sell
33,612
-1,020
-3% -$91.9K 1.79% 17
2024
Q2 		$2.97M Sell
34,632
-241
-0.7% -$20.6K 1.82% 17
2024
Q1 		$3.04M Buy
34,873
+8,050
+30% +$671K 1.91% 17
2023
Q4 		$2.24M Sell
26,823
-193
-0.7% -$14.5K 1.61% 16
2023
Q3 		$1.98M Buy
27,016
+207
+0.8% +$16K 1.61% 17
2023
Q2 		$2.06M Sell
26,809
-430
-2% -$31.4K 1.62% 16
2023
Q1 		$2.01M Sell
27,239
-1,286
-5% -$97K 1.69% 16
2022
Q4 		$2.06M Sell
28,525
-1,024
-3% -$75.4K 1.8% 16
2022
Q3 		$2.01M Sell
29,549
-713
-2% -$53.5K 1.87% 16
2022
Q2 		$2.13M Buy
30,262
+177
+0.6% +$13.4K 1.99% 16
2022
Q1 		$2.52M Sell
30,085
-2,227
-7% -$188K 2.26% 14
2021
Q4 		$3M Buy
+32,312
New +$2.95M 2.65% 10

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