Prosperity Consulting Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Prosperity Consulting Group’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	$2.38M	Sell	24,680 -1,110	-4%	-$110K	0.11%	139
2025 Q4	$2.43M	Sell	25,790 -1,195	-4%	-$113K	0.11%	139
2025 Q3	$2.54M	Sell	26,985 -1,885	-7%	-$173K	0.13%	132
2025 Q2	$2.56M	Sell	28,870 -1,719	-6%	-$144K	0.19%	120
2025 Q1	$2.54M	Sell	30,589 -13	-0%	-$1.16K	0.2%	118
2024 Q4	$2.76M	Sell	30,602 -484	-2%	-$45.8K	0.21%	112
2024 Q3	$2.89M	Sell	31,086 -452	-1%	-$40.7K	0.23%	106
2024 Q2	$2.71M	Sell	31,538 -1,211	-4%	-$103K	0.37%	70
2024 Q1	$2.86M	Buy	+32,749	New	+$2.73M	0.36%	81

Other funds holding SLYG

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

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

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return