Stark Wealth Management’s SEI Select Small Cap ETF SEIS Stock Holding History

Stark Wealth Management’s Portfolio SEIS Stock Details SEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$957K	Buy	34,235 +7,555	+28%	+$210K	3.59%	9
2025 Q3	$746K	Buy	26,680 +11,790	+79%	+$317K	3.41%	10
2025 Q2	$382K	Buy	+14,890	New	+$356K	0.55%	35
2025 Q1	–	Sell	-8,724	Closed	-$223K	–	89
2024 Q4	$223K	Buy	+8,724	New	+$232K	0.16%	79

Other funds holding SEIS

Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.58B AUM 19.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Compass Capital Corp Braintree, Massachusetts $307M AUM 30.03% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BWA

BlueChip Wealth Advisors Milton, Georgia $298M AUM 13.5% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Lynx Investment Advisory Washington, Dc, District of Columbia $303M AUM 14.53% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Stark Wealth Management's SEIS Position: Q4 2025 in Review

Stark Wealth Management increased its SEI Select Small Cap ETF (SEIS) stake by 28% in Q4 2025, buying an estimated $210K and bringing the position to 34,235 shares worth $957K. The position accounts for 3.59% of the portfolio, ranked #9.

Stark Wealth Management first reported a position in SEIS in Q4 2024 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold SEIS as of Q4 2025.

Stark Wealth Management held 34,235 shares of SEI Select Small Cap ETF worth $957K as of Q4 2025.
Stark Wealth Management bought 7,555 SEI Select Small Cap ETF shares in Q4 2025, an estimated $210K.
SEI Select Small Cap ETF made up 3.59% of Stark Wealth Management's portfolio in Q4 2025, its #9 holding.
Stark Wealth Management first reported a position in SEI Select Small Cap ETF in Q4 2024 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held SEI Select Small Cap ETF as of Q4 2025.

Based on Stark Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.