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New England Capital Financial Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

New England Capital Financial Advisors’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 		$6.43M Buy
66,530
+14,126
+27% +$1.4M 1.76% 11
2025
Q4 		$4.94M Buy
52,404
+2,293
+5% +$216K 1.93% 13
2025
Q3 		$4.73M Buy
50,111
+1,352
+3% +$124K 2.01% 10
2025
Q2 		$4.33M Buy
48,759
+3,793
+8% +$317K 1.98% 10
2025
Q1 		$3.73M Sell
44,966
-3,440
-7% -$307K 1.9% 11
2024
Q4 		$4.37M Buy
48,406
+1,668
+4% +$158K 2.13% 10
2024
Q3 		$4.35M Buy
46,738
+846
+2% +$76.2K 2.26% 9
2024
Q2 		$3.94M Buy
45,892
+432
+1% +$36.9K 2.2% 9
2024
Q1 		$3.97M Buy
45,460
+2,948
+7% +$246K 2.24% 9
2023
Q4 		$3.56M Buy
42,512
+47
+0.1% +$3.53K 2.14% 9
2023
Q3 		$3.11M Buy
42,465
+1,492
+4% +$115K 2.14% 9
2023
Q2 		$3.15M Buy
40,973
+2,162
+6% +$158K 2.08% 9
2023
Q1 		$2.86M Buy
38,811
+864
+2% +$65.2K 2.02% 9
2022
Q4 		$2.86M Buy
+37,947
New +$2.79M 2.03% 10

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