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

Commonwealth Financial Services’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 Q2	$472K	Sell	3,960 -1,220	-24%	-$132K	0.06%	152
2026 Q1	$500K	Hold	5,180	–	–	0.08%	124
2025 Q4	$488K	Hold	5,180	–	–	0.08%	127
2025 Q3	$489K	Hold	5,180	–	–	0.08%	120
2025 Q2	$460K	Hold	5,180	–	–	0.09%	121
2025 Q1	$430K	Hold	5,180	–	–	0.09%	120
2024 Q4	$468K	Hold	5,180	–	–	0.09%	106
2024 Q3	$477K	Hold	5,180	–	–	0.09%	105
2024 Q2	$444K	Hold	5,180	–	–	0.09%	106
2024 Q1	$433K	Buy	5,180 +960	+23%	+$80K	0.1%	101
2023 Q4	$353K	Sell	4,220 -960	-19%	-$72K	0.08%	119
2023 Q3	$380K	Buy	+5,180	New	+$399K	0.11%	113

Other funds holding SLYG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return