IWS
SLYG icon

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

Integrity Wealth Solutions’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 		$7.58M Sell
78,421
-449
-0.6% -$44.5K 2.98% 8
2025
Q4 		$7.43M Buy
78,870
+3,346
+4% +$316K 2.94% 8
2025
Q3 		$7.12M Buy
75,524
+1,177
+2% +$108K 3.18% 7
2025
Q2 		$6.6M Buy
74,347
+3,309
+5% +$277K 3.22% 5
2025
Q1 		$5.9M Buy
71,038
+368
+0.5% +$32.8K 3.2% 7
2024
Q4 		$6.39M Buy
70,670
+1,689
+2% +$160K 3.58% 5
2024
Q3 		$6.42M Buy
68,981
+18,541
+37% +$1.67M 3.75% 5
2024
Q2 		$4.33M Buy
50,440
+2,789
+6% +$238K 2.82% 8
2024
Q1 		$4.16M Buy
47,651
+1,506
+3% +$126K 2.71% 7
2023
Q4 		$3.86M Buy
+46,145
New +$3.46M 2.67% 9

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