Clear Creek Financial Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Clear Creek Financial 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	$595K	Buy	6,157 +56	+0.9%	+$5.55K	0.05%	349
2025 Q4	$575K	Buy	6,101 +60	+1%	+$5.66K	0.05%	348
2025 Q3	$570K	Buy	6,041 +312	+5%	+$28.7K	0.05%	341
2025 Q2	$508K	Buy	5,729 +655	+13%	+$54.8K	0.05%	339
2025 Q1	$421K	Buy	5,074 +90	+2%	+$8.03K	0.04%	331
2024 Q4	$450K	Buy	4,984 +942	+23%	+$89K	0.05%	312
2024 Q3	$376K	Buy	4,042 +405	+11%	+$36.5K	0.04%	311
2024 Q2	$312K	Buy	3,637 +85	+2%	+$7.26K	0.04%	329
2024 Q1	$310K	Buy	3,552 +946	+36%	+$78.9K	0.04%	322
2023 Q4	$218K	Buy	+2,606	New	+$196K	0.03%	303
2020 Q3	–	Sell	-3,661	Closed	-$207K	–	228
2020 Q2	$207K	Buy	+3,661	New	+$191K	0.05%	221
2020 Q1	–	Sell	-3,916	Closed	-$257K	–	189
2019 Q4	$257K	Sell	3,916 -315	-7%	-$19.4K	0.1%	108
2019 Q3	$259K	Sell	4,231 -60	-1%	-$3.62K	0.13%	101
2019 Q2	$262K	Buy	+4,291	New	+$258K	0.11%	98

Other funds holding SLYG

LPL Financial San Diego, California $377B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return