HAG
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HF Advisory Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

HF Advisory 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
Q2 		$360K Sell
3,024
-298
-9% -$32.2K 0.11% 145
2026
Q1 		$321K Sell
3,322
-312
-9% -$30.9K 0.11% 142
2025
Q4 		$342K Buy
3,634
+498
+16% +$47K 0.12% 142
2025
Q3 		$296K Buy
3,136
+5
+0.2% +$460 0.11% 146
2025
Q2 		$278K Buy
3,131
+226
+8% +$18.9K 0.11% 144
2025
Q1 		$241K Sell
2,905
-109
-4% -$9.73K 0.11% 142
2024
Q4 		$272K Sell
3,014
-37
-1% -$3.5K 0.13% 140
2024
Q3 		$284K Sell
3,051
-68
-2% -$6.13K 0.13% 145
2024
Q2 		$268K Buy
3,119
+131
+4% +$11.2K 0.14% 142
2024
Q1 		$261K Sell
2,988
-1,317
-31% -$110K 0.15% 143
2023
Q4 		$360K Sell
4,305
-66
-2% -$4.95K 0.23% 121
2023
Q3 		$320K Sell
4,371
-387
-8% -$29.8K 0.24% 121
2023
Q2 		$366K Buy
4,758
+72
+2% +$5.26K 0.29% 106
2023
Q1 		$346K Sell
4,686
-66
-1% -$4.98K 0.31% 101
2022
Q4 		$343K Buy
+4,752
New +$350K 0.35% 94

Other funds holding SLYG

EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return