MPCL
SLYG icon

My Personal CFO LLC’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

My Personal CFO LLC’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
2025
Q4 		– Sell
-2,311
Closed -$218K – 146
2025
Q3 		$218K Buy
+2,311
New +$213K 0.08% 90

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $2.07B AUM 22.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

My Personal CFO LLC's SLYG Position: Q4 2025 in Review

My Personal CFO LLC sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2025, closing a stake of 2,311 shares — an estimated $218K sold.

My Personal CFO LLC first reported a position in SLYG in Q3 2025 and held it in 1 quarter. The position peaked at $218K in Q3 2025. 509 funds tracked by Wall St. Rank hold SLYG as of Q4 2025.

  • My Personal CFO LLC reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 2,311 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2025, an estimated $218K.
  • My Personal CFO LLC first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $218K in Q3 2025.
  • 509 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.