IP
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Ignite Planners’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Ignite Planners’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 		$2.05M Sell
21,245
-31
-0.1% -$3.07K 0.32% 76
2025
Q4 		$2.1M Buy
21,276
+3,441
+19% +$325K 0.32% 72
2025
Q3 		$1.68M Buy
17,835
+146
+0.8% +$13.4K 0.28% 87
2025
Q2 		$1.6M Buy
17,689
+496
+3% +$41.5K 0.28% 93
2025
Q1 		$1.4M Sell
17,193
-6,437
-27% -$575K 0.27% 95
2024
Q4 		$2.17M Buy
23,630
+997
+4% +$94.3K 0.48% 54
2024
Q3 		$2.11M Buy
22,633
+3,749
+20% +$338K 0.48% 52
2024
Q2 		$1.61M Buy
18,884
+1,550
+9% +$132K 0.39% 71
2024
Q1 		$1.5M Buy
17,334
+3,308
+24% +$276K 0.42% 68
2023
Q4 		$1.16M Buy
14,026
+3,201
+30% +$240K 0.35% 76
2023
Q3 		$777K Buy
+10,825
New +$834K 0.24% 106

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