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Phillips Financial Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Phillips Financial Management’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 		$9.28K Hold
96
– – ﹤0.01% 270
2025
Q4 		$9.04K Hold
96
– – ﹤0.01% 290
2025
Q3 		$9.05K Hold
96
– – ﹤0.01% 290
2025
Q2 		$8.52K Hold
96
– – ﹤0.01% 259
2025
Q1 		$7.97K Hold
96
– – ﹤0.01% 249
2024
Q4 		$8.67K Hold
96
– – ﹤0.01% 244
2024
Q3 		$8.94K Hold
96
– – ﹤0.01% 257
2024
Q2 		$8.24K Hold
96
– – ﹤0.01% 250
2024
Q1 		$8.37K Hold
96
– – ﹤0.01% 244
2023
Q4 		$8.03K Hold
96
– – ﹤0.01% 229
2023
Q3 		$7.03K Hold
96
– – ﹤0.01% 226
2023
Q2 		$7.39K Hold
96
– – ﹤0.01% 223
2023
Q1 		$7.08K Hold
96
– – ﹤0.01% 227
2022
Q4 		$6.93K Hold
96
– – ﹤0.01% 213
2022
Q3 		$7K Buy
+96
New +$7.21K ﹤0.01% 210

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