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Crewe Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Crewe Advisors’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 		$967 Sell
10
-55
-85% -$5.45K ﹤0.01% 961
2025
Q4 		$6.12K Buy
65
+24
+59% +$2.27K ﹤0.01% 694
2025
Q3 		$3.87K Sell
41
-20
-33% -$1.84K ﹤0.01% 761
2025
Q2 		$5.41K Hold
61
– – ﹤0.01% 524
2025
Q1 		$5.06K Hold
61
– – ﹤0.01% 482
2024
Q4 		$5.51K Sell
61
-39
-39% -$3.69K ﹤0.01% 472
2024
Q3 		$9.31K Sell
100
-42
-30% -$3.78K ﹤0.01% 506
2024
Q2 		$12.2K Sell
142
-21
-13% -$1.79K ﹤0.01% 647
2024
Q1 		$14.2K Buy
+163
New +$13.6K ﹤0.01% 558

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