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

SOA Wealth 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
2025
Q4 		– Sell
-2,174
Closed -$205K – 905
2025
Q3 		$205K Buy
2,174
+5
+0.2% +$460 0.04% 202
2025
Q2 		$193K Buy
2,169
+6
+0.3% +$502 0.04% 201
2025
Q1 		$180K Buy
2,163
+5
+0.2% +$446 0.04% 199
2024
Q4 		$195K Buy
2,158
+9
+0.4% +$851 0.04% 184
2024
Q3 		$200K Sell
2,149
-453
-17% -$40.8K 0.04% 187
2024
Q2 		$223K Buy
2,602
+6
+0.2% +$513 0.04% 168
2024
Q1 		$226K Hold
2,596
– – 0.05% 169
2023
Q4 		$217K Hold
2,596
– – 0.05% 166
2023
Q3 		$190K Buy
2,596
+460
+22% +$35.5K 0.05% 167
2023
Q2 		$164K Hold
2,136
– – 0.04% 183
2023
Q1 		$158K Hold
2,136
– – 0.04% 183
2022
Q4 		$154K Buy
+2,136
New +$157K 0.04% 176

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RA
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

SOA Wealth Advisors's SLYG Position: Q4 2025 in Review

SOA Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2025, closing a stake of 2,174 shares — an estimated $205K sold.

SOA Wealth Advisors first reported a position in SLYG in Q4 2022 and held it in 12 quarters. The position peaked at $226K in Q1 2024. 511 funds tracked by Wall St. Rank hold SLYG as of Q4 2025.

  • SOA Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 2,174 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2025, an estimated $205K.
  • SOA Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and held it in 12 quarters.
  • SOA Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $226K in Q1 2024.
  • 511 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2025.

Based on SOA Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.