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Foundations Investment Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Foundations Investment Advisors’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 		$295K Sell
3,053
-85
-3% -$8.42K ﹤0.01% 915
2025
Q4 		$296K Sell
3,138
-472
-13% -$44.6K ﹤0.01% 898
2025
Q3 		$340K Buy
3,610
+520
+17% +$47.9K ﹤0.01% 795
2025
Q2 		$274K Buy
3,090
+555
+22% +$46.4K ﹤0.01% 773
2025
Q1 		$210K Buy
2,535
+46
+2% +$4.11K ﹤0.01% 810
2024
Q4 		$225K Buy
2,489
+59
+2% +$5.58K ﹤0.01% 763
2024
Q3 		$226K Buy
2,430
+20
+0.8% +$1.8K ﹤0.01% 728
2024
Q2 		$207K Sell
2,410
-105
-4% -$8.97K 0.01% 716
2024
Q1 		$219K Buy
2,515
+54
+2% +$4.5K 0.01% 657
2023
Q4 		$203K Sell
2,461
-1,204
-33% -$90.3K 0.01% 641
2023
Q3 		$269K Sell
3,665
-35
-0.9% -$2.7K 0.01% 534
2023
Q2 		$285K Buy
+3,700
New +$270K 0.01% 483

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