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

McKinley Carter 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
2024 Q4	–	Sell	-2,555	Closed	-$238K	–	302
2024 Q3	$238K	Sell	2,555 -448	-15%	-$40.4K	0.01%	282
2024 Q2	$258K	Sell	3,003 -832	-22%	-$71.1K	0.02%	275
2024 Q1	$335K	Sell	3,835 -385	-9%	-$32.1K	0.02%	249
2023 Q4	$353K	Sell	4,220 -65	-2%	-$4.88K	0.03%	236
2023 Q3	$314K	Buy	4,285 +66	+2%	+$5.09K	0.03%	241
2023 Q2	$325K	Sell	4,219 -118	-3%	-$8.63K	0.02%	244
2023 Q1	$320K	Sell	4,337 -169	-4%	-$12.8K	0.03%	246
2022 Q4	$326K	Sell	4,506 -555	-11%	-$40.9K	0.03%	238
2022 Q3	$345K	Sell	5,061 -3,571	-41%	-$268K	0.03%	222
2022 Q2	$609K	Buy	8,632 +1	+0%	+$76	0.05%	174
2022 Q1	$724K	Sell	8,631 -242	-3%	-$20.4K	0.06%	170
2021 Q4	$824K	Sell	8,873 -1,758	-17%	-$160K	0.06%	156
2021 Q3	$926K	Sell	10,631 -926	-8%	-$81.7K	0.08%	146
2021 Q2	$1.03M	Buy	11,557 +1	+0%	+$87	0.08%	142
2021 Q1	$992K	Sell	11,556 -1,286	-10%	-$109K	0.08%	143
2020 Q4	$981K	Buy	+12,842	New	+$876K	0.13%	129

Other funds holding SLYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

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

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return