Ground Swell Capital’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Ground Swell Capital’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	-4,249	Closed	-$401K	–	168
2025 Q3	$401K	Buy	+4,249	New	+$391K	0.88%	43
2023 Q4	–	Sell	-3,281	Closed	-$240K	–	111
2023 Q3	$240K	Buy	+3,281	New	+$253K	0.39%	38
2022 Q1	–	Sell	-3,129	Closed	-$290K	–	104
2021 Q4	$290K	Sell	3,129 -1,546	-33%	-$141K	1.68%	21
2021 Q3	$407K	Buy	+4,675	New	+$412K	1.75%	13

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Ground Swell Capital's SLYG Position: Q4 2025 in Review

Ground Swell Capital sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2025, closing a stake of 4,249 shares — an estimated $401K sold.

Ground Swell Capital first reported a position in SLYG in Q3 2021 and held it in 4 quarters. The position peaked at $407K in Q3 2021. 511 funds tracked by Wall St. Rank hold SLYG as of Q4 2025.

Ground Swell Capital reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Ground Swell Capital sold 4,249 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2025, an estimated $401K.
Ground Swell Capital first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2021 and held it in 4 quarters.
Ground Swell Capital's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $407K in Q3 2021.
511 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2025.

Based on Ground Swell Capital's 13F filing for Q4 2025, filed 4 Feb 2026.