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

Financial Gravity Asset 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	-1,158	Closed	-$109K	–	910
2025 Q3	$109K	Buy	+1,158	New	+$107K	0.02%	212
2024 Q2	$28.3K	Sell	330 -90	-21%	-$7.69K	0.01%	334
2024 Q1	$35.1K	Hold	420	–	–	0.01%	303
2023 Q4	$35.1K	Buy	+420	New	+$31.5K	0.01%	305
2021 Q3	$87K	Hold	10	–	–	0.04%	396
2021 Q2	$89K	Buy	+10	New	+$871	0.03%	383
2020 Q4	$1K	Buy	+10	New	+$682	﹤0.01%	443
2019 Q4	$66K	Sell	409 -552	-57%	-$34.1K	0.05%	500
2019 Q3	$57K	Sell	961 -3	-0.3%	-$181	0.05%	271
2019 Q2	$59K	Sell	964 -9	-0.9%	-$541	0.05%	303
2019 Q1	$59K	Buy	+973	New	+$57.5K	0.05%	278
2018 Q3	$16K	Sell	270 -137	-34%	-$9.21K	0.02%	504
2018 Q2	$27K	Buy	407 +75	+23%	+$4.6K	0.03%	442
2018 Q1	$19K	Buy	+332	New	+$19.3K	0.02%	509

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Financial Gravity Asset Management's SLYG Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2025, closing a stake of 1,158 shares — an estimated $109K sold.

Financial Gravity Asset Management first reported a position in SLYG in Q1 2018 and held it in 14 quarters. The position peaked at $109K in Q3 2025. 511 funds tracked by Wall St. Rank hold SLYG as of Q4 2025.

Financial Gravity Asset 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.
Financial Gravity Asset Management sold 1,158 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2025, an estimated $109K.
Financial Gravity Asset Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2018 and held it in 14 quarters.
Financial Gravity Asset Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $109K in Q3 2025.
511 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.