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

Cornerstone Wealth 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
2025 Q4	–	Sell	-2,288	Closed	-$216K	–	713
2025 Q3	$216K	Hold	2,288	–	–	0.01%	627
2025 Q2	$203K	Buy	+2,288	New	+$191K	0.01%	616
2018 Q4	–	Sell	-103,361	Closed	-$449K	–	1015
2018 Q3	$449K	Buy	103,361 +17,951	+21%	+$1.21M	0.01%	951
2018 Q2	$1.34M	Buy	+85,410	New	+$5.24M	0.02%	664
2017 Q3	–	Sell	-7,864	Closed	-$419K	–	411
2017 Q2	$419K	Sell	7,864 -4,604	-37%	-$246K	0.09%	216
2017 Q1	$645K	Buy	12,468 +4,320	+53%	+$227K	0.16%	129
2016 Q4	$425K	Buy	8,148 +1,608	+25%	+$78.7K	0.14%	154
2016 Q3	$310K	Buy	+6,540	New	+$307K	0.11%	184
2016 Q1	$1.07M	Buy	+20,548	New	+$831K	0.81%	25

Other funds holding SLYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

WWA

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

Cornerstone Wealth Management's SLYG Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2025, closing a stake of 2,288 shares — an estimated $216K sold.

Cornerstone Wealth Management first reported a position in SLYG in Q1 2016 and held it in 9 quarters. The position peaked at $1.34M in Q2 2018. 509 funds tracked by Wall St. Rank hold SLYG as of Q4 2025.

Cornerstone Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Cornerstone Wealth Management sold 2,288 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2025, an estimated $216K.
Cornerstone Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2016 and held it in 9 quarters.
Cornerstone Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.34M in Q2 2018.
509 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.