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

Compass 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
2025
Q3 		– Sell
-97
Closed -$8.61K – 351
2025
Q2 		$8.61K Hold
97
– – ﹤0.01% 203
2025
Q1 		$8.05K Buy
+97
New +$8.66K ﹤0.01% 191

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Compass Financial Services's SLYG Position: Q3 2025 in Review

Compass Financial Services sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2025, closing a stake of 97 shares — an estimated $8.61K sold.

Compass Financial Services first reported a position in SLYG in Q1 2025 and held it in 2 quarters. The position peaked at $8.61K in Q2 2025. 483 funds tracked by Wall St. Rank hold SLYG as of Q3 2025.

  • Compass Financial Services reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 97 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2025, an estimated $8.61K.
  • Compass Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2025 and held it in 2 quarters.
  • Compass Financial Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $8.61K in Q2 2025.
  • 483 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.