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Financial Advocates Investment Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-14,241
Closed -$1.19M – 501
2025
Q2 		$1.19M Buy
14,241
+1,804
+15% +$151K 0.1% 203
2025
Q1 		$1.03M Sell
12,437
-9,349
-43% -$835K 0.07% 270
2024
Q4 		$1.97M Buy
21,786
+4,113
+23% +$389K 0.11% 183
2024
Q3 		$1.65M Buy
17,673
+1,458
+9% +$131K 0.09% 208
2024
Q2 		$1.39M Buy
16,215
+1,462
+10% +$125K 0.09% 218
2024
Q1 		$1.28M Buy
14,753
+228
+2% +$19K 0.07% 260
2023
Q4 		$1.21M Sell
14,525
-986
-6% -$74K 0.08% 247
2023
Q3 		$1.12M Buy
15,511
+2,903
+23% +$224K 0.08% 252
2023
Q2 		$970K Sell
12,608
-12,618
-50% -$922K 0.07% 273
2023
Q1 		$1.86M Buy
25,226
+250
+1% +$18.9K 0.13% 176
2022
Q4 		$1.8M Sell
24,976
-331
-1% -$24.4K 0.13% 179
2022
Q3 		$1.72M Sell
25,307
-215
-0.8% -$16.1K 0.14% 167
2022
Q2 		$1.8M Sell
25,522
-19,490
-43% -$1.48M 0.15% 170
2022
Q1 		$3.77M Buy
45,012
+10,966
+32% +$925K 0.25% 100
2021
Q4 		$3.16M Buy
34,046
+1,796
+6% +$164K 0.2% 123
2021
Q3 		$2.81M Buy
32,250
+1,799
+6% +$159K 0.19% 131
2021
Q2 		$2.7M Buy
30,451
+1,368
+5% +$119K 0.18% 137
2021
Q1 		$2.5M Buy
29,083
+4,744
+19% +$403K 0.18% 131
2020
Q4 		$1.86M Buy
24,339
+7,403
+44% +$505K 0.13% 187
2020
Q3 		$1M Sell
16,936
-315
-2% -$18.8K 0.09% 247
2020
Q2 		$979K Buy
17,251
+8,686
+101% +$453K 0.09% 253
2020
Q1 		$396K Buy
8,565
+4,184
+96% +$247K 0.06% 316
2019
Q4 		$283K Buy
+4,381
New +$270K 0.03% 407
2019
Q2 		– Sell
-6,103
Closed -$364K – 485
2019
Q1 		$364K Sell
6,103
-8,178
-57% -$483K 0.05% 329
2018
Q4 		$770K Sell
14,281
-827
-5% -$49.3K 0.11% 197
2018
Q3 		$1.02M Sell
15,108
-75
-0.5% -$5.04K 0.11% 186
2018
Q2 		$971K Buy
15,183
+203
+1% +$12.5K 0.12% 181
2018
Q1 		$871K Buy
14,980
+216
+1% +$12.6K 0.11% 188
2017
Q4 		$839K Buy
+14,764
New +$852K 0.11% 186

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $6.89B AUM 19.83% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Financial Advocates Investment Management's SLYG Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2025, closing a stake of 14,241 shares — an estimated $1.19M sold.

Financial Advocates Investment Management first reported a position in SLYG in Q4 2017 and held it in 29 quarters. The position peaked at $3.77M in Q1 2022. 484 funds tracked by Wall St. Rank hold SLYG as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 14,241 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2025, an estimated $1.19M.
  • Financial Advocates Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.77M in Q1 2022.
  • 484 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.