Kingswood Wealth Advisors’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.93M Buy
32,965
+2,030
+7% +$180K 0.23% 101
2025
Q1
$2.57M Buy
30,935
+1,494
+5% +$124K 0.23% 99
2024
Q4
$2.66M Buy
+29,441
New +$2.66M 0.2% 112