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

Corient Private Wealth’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 		$4.34M Sell
44,963
-47,093
-51% -$4.67M 0.01% 906
2025
Q4 		$8.67M Buy
92,056
+89,353
+3,306% +$8.43M 0.01% 826
2025
Q3 		$255K Sell
2,703
-506
-16% -$46.6K ﹤0.01% 2217
2025
Q2 		$285K Sell
3,209
-61
-2% -$5.1K ﹤0.01% 2021
2025
Q1 		$271K Sell
3,270
-1,167
-26% -$104K ﹤0.01% 1907
2024
Q4 		$401K Sell
4,437
-37,507
-89% -$3.55M ﹤0.01% 1734
2024
Q3 		$3.91M Sell
41,944
-1,238
-3% -$112K 0.01% 826
2024
Q2 		$3.68M Sell
43,182
-227
-0.5% -$19.4K 0.01% 799
2024
Q1 		$3.79M Sell
43,409
-281
-0.6% -$23.4K 0.01% 788
2023
Q4 		$3.65M Buy
43,690
+40,344
+1,206% +$3.03M 0.01% 787
2023
Q3 		$245K Buy
+3,346
New +$258K ﹤0.01% 1834

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