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

Integrated Wealth Concepts’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 		$10.2M Buy
106,014
+29,655
+39% +$2.94M 0.08% 247
2025
Q4 		$7.19M Buy
76,359
+8,791
+13% +$830K 0.09% 216
2025
Q3 		$6.37M Buy
67,568
+2,329
+4% +$214K 0.06% 313
2025
Q2 		$5.79M Buy
65,239
+9,821
+18% +$821K 0.06% 306
2025
Q1 		$4.6M Buy
55,418
+7,615
+16% +$680K 0.05% 335
2024
Q4 		$4.32M Buy
47,803
+3,433
+8% +$325K 0.05% 330
2024
Q3 		$4.13M Buy
44,370
+9,575
+28% +$863K 0.05% 337
2024
Q2 		$2.99M Buy
+34,795
New +$2.97M 0.04% 388

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