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

Harvest Investment Services’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 		– Sell
-2,199
Closed -$207K – 380
2025
Q4 		$207K Sell
2,199
-4
-0.2% -$378 0.04% 309
2025
Q3 		$208K Buy
+2,203
New +$203K 0.04% 304
2025
Q1 		– Sell
-2,215
Closed -$200K – 347
2024
Q4 		$200K Sell
2,215
-39
-2% -$3.69K 0.05% 276
2024
Q3 		$210K Sell
2,254
-159
-7% -$14.3K 0.07% 211
2024
Q2 		$207K Sell
2,413
-1
-0% -$85 0.08% 177
2024
Q1 		$211K Hold
2,414
– – 0.08% 158
2023
Q4 		$202K Buy
+2,414
New +$181K 0.09% 172
2022
Q3 		– Sell
-3,146
Closed -$221K – 153
2022
Q2 		$221K Hold
3,146
– – 0.17% 135
2022
Q1 		$263K Sell
3,146
-7
-0.2% -$591 0.16% 155
2021
Q4 		$292K Hold
3,153
– – 0.12% 199
2021
Q3 		$274K Sell
3,153
-197
-6% -$17.4K 0.11% 223
2021
Q2 		$297K Sell
3,350
-325
-9% -$28.3K 0.12% 214
2021
Q1 		$315K Sell
3,675
-2,868
-44% -$244K 0.14% 178
2020
Q4 		$499K Sell
6,543
-49
-0.7% -$3.34K 0.26% 104
2020
Q3 		$389K Sell
6,592
-119
-2% -$7.11K 0.22% 109
2020
Q2 		$381K Buy
+6,711
New +$350K 0.23% 111

Other funds holding SLYG

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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