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

Dakota 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
2026
Q1 		$1.29M Buy
+13,392
New +$1.33M 0.03% 356
2025
Q4 		– Sell
-30,950
Closed -$2.92M – 809
2025
Q3 		$2.92M Sell
30,950
-2,537
-8% -$233K 0.06% 208
2025
Q2 		$2.97M Sell
33,487
-3,696
-10% -$309K 0.06% 215
2025
Q1 		$3.09M Sell
37,183
-6,111
-14% -$545K 0.07% 202
2024
Q4 		$3.91M Sell
43,294
-5,102
-11% -$482K 0.09% 179
2024
Q3 		$4.51M Sell
48,396
-16,339
-25% -$1.47M 0.1% 176
2024
Q2 		$5.56M Sell
64,735
-7,831
-11% -$669K 0.13% 141
2024
Q1 		$6.33M Buy
+72,566
New +$6.05M 0.16% 133

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