SCA
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Sandy Cove Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Sandy Cove 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
Q2 		$564K Buy
4,736
+1
+0% +$108 0.14% 83
2026
Q1 		$458K Buy
4,735
+2
+0% +$198 0.14% 85
2025
Q4 		$446K Sell
4,733
-61
-1% -$5.76K 0.13% 87
2025
Q3 		$452K Sell
4,794
-115
-2% -$10.6K 0.14% 84
2025
Q2 		$436K Sell
4,909
-467
-9% -$39K 0.16% 78
2025
Q1 		$446K Sell
5,376
-117
-2% -$10.4K 0.18% 70
2024
Q4 		$496K Buy
5,493
+395
+8% +$37.3K 0.19% 69
2024
Q3 		$475K Buy
5,098
+3
+0.1% +$270 0.19% 70
2024
Q2 		$437K Sell
5,095
-88
-2% -$7.52K 0.19% 74
2024
Q1 		$452K Buy
5,183
+3
+0.1% +$250 0.21% 71
2023
Q4 		$433K Sell
5,180
-516
-9% -$38.7K 0.22% 72
2023
Q3 		$417K Sell
5,696
-998
-15% -$76.9K 0.24% 68
2023
Q2 		$515K Buy
6,694
+7
+0.1% +$512 0.29% 59
2023
Q1 		$493K Sell
6,687
-302
-4% -$22.8K 0.36% 48
2022
Q4 		$505K Buy
6,989
+4
+0.1% +$294 0.41% 42
2022
Q3 		$476K Sell
6,985
-36
-0.5% -$2.7K 0.43% 39
2022
Q2 		$495K Sell
7,021
-67
-0.9% -$5.08K 0.45% 41
2022
Q1 		$594K Sell
7,088
-26
-0.4% -$2.19K 0.49% 36
2021
Q4 		$660K Buy
+7,114
New +$649K 0.56% 32

Other funds holding SLYG

EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $159M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM