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

Centennial Wealth Advisory’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
2024
Q3 		– Sell
-11,844
Closed -$1.02M – 163
2024
Q2 		$1.02M Buy
11,844
+1,027
+9% +$87.8K 0.44% 33
2024
Q1 		$943K Buy
10,817
+1,048
+11% +$87.4K 0.44% 37
2023
Q4 		$817K Sell
9,769
-215
-2% -$16.1K 0.42% 39
2023
Q3 		$732K Buy
9,984
+499
+5% +$38.5K 0.39% 49
2023
Q2 		$730K Sell
9,485
-175
-2% -$12.8K 0.38% 43
2023
Q1 		$712K Sell
9,660
-758
-7% -$57.2K 0.38% 43
2022
Q4 		$753K Sell
10,418
-172
-2% -$12.7K 0.42% 42
2022
Q3 		$721K Buy
10,590
+2,058
+24% +$155K 0.42% 38
2022
Q2 		$602K Sell
8,532
-940
-10% -$71.3K 0.34% 49
2022
Q1 		$794K Buy
9,472
+1,280
+16% +$108K 0.43% 44
2021
Q4 		$760K Buy
8,192
+625
+8% +$57K 0.43% 42
2021
Q3 		$659K Sell
7,567
-1,294
-15% -$114K 0.39% 40
2021
Q2 		$787K Buy
8,861
+2,413
+37% +$210K 0.49% 40
2021
Q1 		$554K Buy
6,448
+13
+0.2% +$1.1K 0.37% 56
2020
Q4 		$491K Buy
+6,435
New +$439K 0.35% 58

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return