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

Goldstone Financial Group’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	$2.72M	Sell	28,140 -19,379	-41%	-$1.92M	0.29%	64
2025 Q4	$4.48M	Buy	47,519 +446	+0.9%	+$42.1K	0.5%	48
2025 Q3	$4.44M	Buy	47,073 +1,482	+3%	+$136K	0.53%	45
2025 Q2	$4.14M	Sell	45,591 -1,904	-4%	-$159K	0.55%	44
2025 Q1	$3.94M	Sell	47,495 -2,112	-4%	-$189K	0.6%	39
2024 Q4	$4.48M	Buy	49,607 +13,610	+38%	+$1.29M	0.7%	37
2024 Q3	$3.35M	Buy	35,997 +5,054	+16%	+$455K	0.58%	40
2024 Q2	$2.66M	Buy	30,943 +5,928	+24%	+$507K	0.53%	44
2024 Q1	$2.18M	Buy	25,015 +5,761	+30%	+$480K	0.5%	43
2023 Q4	$1.61M	Buy	19,254 +6,275	+48%	+$471K	0.42%	45
2023 Q3	$951K	Buy	12,979 +1,129	+10%	+$87K	0.28%	71
2023 Q2	$912K	Buy	11,850 +2,460	+26%	+$180K	0.27%	68
2023 Q1	$693K	Buy	+9,390	New	+$708K	0.23%	74

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