SWA
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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 $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return