OneDigital Investment Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$772K	Sell	7,994 -89	-1%	-$8.82K	0.01%	774
2025 Q4	$761K	Sell	8,083 -546	-6%	-$51.5K	0.01%	769
2025 Q3	$814K	Buy	8,629 +101	+1%	+$9.29K	0.01%	739
2025 Q2	$757K	Sell	8,528 -14	-0.2%	-$1.17K	0.01%	741
2025 Q1	$709K	Sell	8,542 -27	-0.3%	-$2.41K	0.01%	732
2024 Q4	$774K	Sell	8,569 -788	-8%	-$74.5K	0.01%	723
2024 Q3	$871K	Sell	9,357 -327	-3%	-$29.5K	0.01%	704
2024 Q2	$831K	Buy	9,684 +1,128	+13%	+$96.4K	0.01%	683
2024 Q1	$746K	Sell	8,556 -1,485	-15%	-$124K	0.01%	600
2023 Q4	$840K	Sell	10,041 -331	-3%	-$24.8K	0.01%	533
2023 Q3	$760K	Sell	10,372 -753	-7%	-$58K	0.02%	505
2023 Q2	$856K	Sell	11,125 -89	-0.8%	-$6.51K	0.02%	449
2023 Q1	$827K	Buy	11,214 +807	+8%	+$60.9K	0.02%	443
2022 Q4	$752K	Buy	10,407 +5,989	+136%	+$441K	0.02%	420
2022 Q3	$301K	Sell	4,418 -784	-15%	-$58.9K	0.01%	603
2022 Q2	$367K	Sell	5,202 -2,152	-29%	-$163K	0.02%	506
2022 Q1	$616K	Buy	7,354 +887	+14%	+$74.8K	0.02%	384
2021 Q4	$600K	Buy	6,467 +327	+5%	+$29.8K	0.02%	393
2021 Q3	$535K	Sell	6,140 -3,216	-34%	-$284K	0.02%	399
2021 Q2	$830K	Sell	9,356 -170	-2%	-$14.8K	0.03%	293
2021 Q1	$818K	Buy	9,526 +1,807	+23%	+$154K	0.04%	283
2020 Q4	$589K	Buy	+7,719	New	+$527K	0.03%	325

Other funds holding SLYG