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

Spire Wealth Management’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 		$31.9K Hold
268
– – ﹤0.01% 1299
2026
Q1 		$25.9K Hold
268
– – ﹤0.01% 1347
2025
Q4 		$25.2K Buy
268
+3
+1% +$283 ﹤0.01% 1395
2025
Q3 		$25K Sell
265
-31
-10% -$2.85K ﹤0.01% 1458
2025
Q2 		$26.2K Sell
296
-912
-75% -$76.2K ﹤0.01% 1417
2025
Q1 		$100K Sell
1,208
-41,538
-97% -$3.71M ﹤0.01% 1035
2024
Q4 		$3.86M Sell
42,746
-2,514
-6% -$238K 0.12% 151
2024
Q3 		$4.21M Buy
45,260
+196
+0.4% +$17.7K 0.14% 130
2024
Q2 		$3.87M Sell
45,064
-191
-0.4% -$16.3K 0.14% 153
2024
Q1 		$3.95M Sell
45,255
-3,116
-6% -$260K 0.07% 187
2023
Q4 		$3.95M Sell
48,371
-447
-0.9% -$33.5K 0.13% 172
2023
Q3 		$3.58M Buy
48,818
+1,491
+3% +$115K 0.14% 169
2023
Q2 		$3.64M Buy
47,327
+1,077
+2% +$78.7K 0.13% 149
2023
Q1 		$3.41M Buy
46,250
+24,344
+111% +$1.84M 0.13% 148
2022
Q4 		$1.58M Buy
21,906
+21,637
+8,043% +$1.59M 0.09% 182
2022
Q3 		$18K Sell
269
-46,486
-99% -$3.49M ﹤0.01% 1378
2022
Q2 		$3.3M Buy
46,755
+6,231
+15% +$473K 0.14% 151
2022
Q1 		$3.4M Buy
40,524
+5,537
+16% +$467K 0.09% 200
2021
Q4 		$3.25M Sell
34,987
-657
-2% -$59.9K 0.07% 229
2021
Q3 		$3.1M Buy
35,644
+424
+1% +$37.4K 0.08% 219
2021
Q2 		$3.13M Sell
35,220
-21,013
-37% -$1.83M 0.08% 216
2021
Q1 		$2.05M Buy
+56,233
New +$4.78M 0.05% 273

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
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 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