Focus Partners Advisor Solutions’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Focus Partners Advisor Solutions’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	$3.17M	Sell	32,761 -12,380	-27%	-$1.23M	0.03%	260
2025 Q4	$4.25M	Sell	45,141 -6,627	-13%	-$626K	0.05%	171
2025 Q3	$4.88M	Buy	51,768 +1,386	+3%	+$128K	0.06%	177
2025 Q2	$4.47M	Sell	50,382 -2,490	-5%	-$208K	0.06%	155
2025 Q1	$4.39M	Sell	52,872 -2,874	-5%	-$257K	0.07%	147
2024 Q4	$5.04M	Buy	55,746 +41,495	+291%	+$3.92M	0.09%	117
2024 Q3	$1.33M	Buy	14,251 +2,225	+19%	+$200K	0.03%	248
2024 Q2	$1.03M	Sell	12,026 -2,409	-17%	-$206K	0.03%	249
2024 Q1	$1.26M	Buy	+14,435	New	+$1.2M	0.04%	210
2022 Q4	–	Sell	-5,342	Closed	-$364K	–	420
2022 Q3	$364K	Buy	5,342 +12	+0.2%	+$901	0.02%	270
2022 Q2	$376K	Buy	5,330 +104	+2%	+$7.89K	0.03%	229
2022 Q1	$438K	Buy	5,226 +6	+0.1%	+$506	0.04%	194
2021 Q4	$485K	Buy	+5,220	New	+$476K	0.1%	72

Other funds holding SLYG

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return