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Indie Asset Partners’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Indie Asset Partners’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 		$1.15M Sell
11,901
-375
-3% -$37.2K 1.31% 23
2025
Q4 		$1.16M Sell
12,276
-2,041
-14% -$193K 1.29% 22
2025
Q3 		$1.35M Sell
14,317
-463
-3% -$42.6K 1.8% 15
2025
Q2 		$1.31M Sell
14,780
-1,185
-7% -$99.1K 2.39% 12
2025
Q1 		$1.33M Sell
15,965
-954
-6% -$85.2K 1.15% 14
2024
Q4 		$1.53M Sell
16,919
-188
-1% -$17.8K 1.2% 13
2024
Q3 		$1.59M Sell
17,107
-810
-5% -$73K 1.19% 12
2024
Q2 		$1.54M Hold
17,917
– – 1.22% 11
2024
Q1 		$1.56M Sell
17,917
-498
-3% -$41.5K 1.39% 11
2023
Q4 		$1.54M Buy
+18,415
New +$1.38M 1.39% 10

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