Planning Project LLC’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Planning Project 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	$6.68K	Buy	+71	New	+$6.7K	﹤0.01%	112

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Planning Project LLC's SLYG Position: Q4 2025 in Review

Planning Project LLC opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2025: 71 shares worth $6.68K. The stake represents ﹤0.01% of the portfolio and ranks #112 among its holdings.

511 funds tracked by Wall St. Rank hold SLYG as of Q4 2025.

Planning Project LLC held 71 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $6.68K as of Q4 2025.
State Street SPDR S&P 600 Small Cap Growth ETF was a new Planning Project LLC position in Q4 2025.
State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Planning Project LLC's portfolio in Q4 2025, its #112 holding.
511 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.