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

Keystone Wealth Services’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	$838K	Buy	+8,671	New	+$859K	0.18%	136
2025 Q4	–	Sell	-9,296	Closed	-$877K	–	306
2025 Q3	$877K	Sell	9,296 -520	-5%	-$47.9K	0.19%	123
2025 Q2	$871K	Sell	9,816 -154	-2%	-$12.9K	0.21%	112
2025 Q1	$827K	Sell	9,970 -231	-2%	-$20.6K	0.22%	104
2024 Q4	$922K	Buy	10,201 +666	+7%	+$63K	0.24%	97
2024 Q3	$888K	Sell	9,535 -3	-0%	-$270	0.25%	100
2024 Q2	$819K	Sell	9,538 -75	-0.8%	-$6.41K	0.25%	95
2024 Q1	$838K	Buy	9,613 +820	+9%	+$68.4K	0.27%	93
2023 Q4	$735K	Buy	8,793 +96	+1%	+$7.2K	0.25%	89
2023 Q3	$637K	Buy	8,697 +410	+5%	+$31.6K	0.24%	92
2023 Q2	$638K	Buy	8,287 +1,466	+21%	+$107K	0.24%	93
2023 Q1	$503K	Buy	6,821 +499	+8%	+$37.6K	0.21%	112
2022 Q4	$457K	Buy	+6,322	New	+$465K	0.2%	111

Other funds holding SLYG

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return