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Graney & King’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Graney & King’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 		$4.44M Sell
45,993
-5,373
-10% -$532K 2.4% 13
2025
Q4 		$4.84M Sell
51,366
-5,793
-10% -$547K 2.83% 11
2025
Q3 		$5.39M Sell
57,159
-880
-2% -$81K 3.73% 7
2025
Q2 		$5.15M Buy
58,039
+4,691
+9% +$392K 3.46% 6
2025
Q1 		$4.43M Buy
53,348
+2,589
+5% +$231K 3.3% 6
2024
Q4 		$4.59M Buy
+50,759
New +$4.8M 3.46% 6

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