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Global Wealth Strategies & Associates’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Global Wealth Strategies & Associates’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
-2
Closed -$189 – 588
2025
Q3 		$189 Hold
2
– – ﹤0.01% 460
2025
Q2 		$178 Hold
2
– – ﹤0.01% 358
2025
Q1 		$166 Buy
+2
New +$179 ﹤0.01% 453
2024
Q2 		– Sell
-21
Closed -$1.83K – 359
2024
Q1 		$1.83K Buy
+21
New +$1.75K ﹤0.01% 287

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Global Wealth Strategies & Associates's SLYG Position: Q4 2025 in Review

Global Wealth Strategies & Associates sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2025, closing a stake of 2 shares — an estimated $189 sold.

Global Wealth Strategies & Associates first reported a position in SLYG in Q1 2024 and held it in 4 quarters. The position peaked at $1.83K in Q1 2024. 509 funds tracked by Wall St. Rank hold SLYG as of Q4 2025.

  • Global Wealth Strategies & Associates reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 2 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2025, an estimated $189.
  • Global Wealth Strategies & Associates first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2024 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.83K in Q1 2024.
  • 509 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2025, filed 2 Jan 2026.