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Financial Security Advisor’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Financial Security Advisor’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 		$5.64M Sell
58,336
-1,981
-3% -$196K 1.04% 20
2025
Q4 		$5.68M Sell
60,317
-671
-1% -$63.3K 1.1% 17
2025
Q3 		$5.75M Sell
60,988
-1,258
-2% -$116K 1.22% 16
2025
Q2 		$5.52M Sell
62,246
-1,749
-3% -$146K 1.27% 16
2025
Q1 		$5.31M Sell
63,995
-1,549
-2% -$138K 1.35% 15
2024
Q4 		$5.92M Sell
65,544
-882
-1% -$83.4K 1.5% 12
2024
Q3 		$6.18M Sell
66,426
-362
-0.5% -$32.6K 1.54% 11
2024
Q2 		$5.73M Sell
66,788
-1,018
-2% -$87K 1.92% 11
2024
Q1 		$5.91M Sell
67,806
-409
-0.6% -$34.1K 2.07% 10
2023
Q4 		$5.7M Sell
68,215
-2,191
-3% -$164K 2.24% 10
2023
Q3 		$5.16M Buy
+70,406
New +$5.43M 2.37% 8

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