HRC Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

HRC Wealth Management’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	$9.39M	Buy	78,831 +2,711	+4%	+$293K	3.84%	5
2026 Q1	$7.35M	Buy	76,120 +1,745	+2%	+$173K	3.47%	6
2025 Q4	$7.01M	Buy	74,375 +814	+1%	+$76.8K	3.36%	5
2025 Q3	$6.94M	Buy	73,561 +848	+1%	+$78K	3.38%	5
2025 Q2	$6.45M	Buy	72,713 +2,136	+3%	+$179K	3.44%	6
2025 Q1	$5.86M	Buy	70,577 +448	+0.6%	+$40K	3.64%	6
2024 Q4	$6.34M	Buy	70,129 +7,212	+11%	+$682K	3.76%	5
2024 Q3	$5.86M	Buy	62,917 +1,675	+3%	+$151K	3.78%	5
2024 Q2	$5.26M	Buy	61,242 +4,778	+8%	+$408K	3.6%	5
2024 Q1	$4.93M	Buy	+56,464	New	+$4.71M	3.6%	5

Other funds holding SLYG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Roan Capital Partners Johnson City, Tennessee $121M AUM

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return