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Strategic Financial Concepts’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Strategic Financial Concepts’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
-77,260
Closed -$7.29M – 271
2025
Q3 		$7.29M Sell
77,260
-6,869
-8% -$632K 1.06% 19
2025
Q2 		$7.47M Buy
84,129
+74,693
+792% +$6.24M 1.05% 19
2025
Q1 		$783K Buy
9,436
+820
+10% +$73.2K 0.15% 141
2024
Q4 		$778K Buy
8,616
+1,014
+13% +$95.9K 0.15% 141
2024
Q3 		$708K Buy
7,602
+7,492
+6,811% +$675K 0.23% 89
2024
Q2 		$9.43K Sell
110
-3,930
-97% -$336K 0.01% 415
2024
Q1 		$352K Buy
+4,040
New +$337K 0.08% 208
2023
Q4 		– Sell
-3,823
Closed -$280K – 247
2023
Q3 		$280K Buy
3,823
+1,038
+37% +$80K 0.09% 192
2023
Q2 		$214K Buy
+2,785
New +$204K 0.08% 220

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

Strategic Financial Concepts's SLYG Position: Q4 2025 in Review

Strategic Financial Concepts sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2025, closing a stake of 77,260 shares — an estimated $7.29M sold.

Strategic Financial Concepts first reported a position in SLYG in Q2 2023 and held it in 9 quarters. The position peaked at $7.47M in Q2 2025. 511 funds tracked by Wall St. Rank hold SLYG as of Q4 2025.

  • Strategic Financial Concepts reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Financial Concepts sold 77,260 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2025, an estimated $7.29M.
  • Strategic Financial Concepts first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2023 and held it in 9 quarters.
  • Strategic Financial Concepts's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $7.47M in Q2 2025.
  • 511 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2025.

Based on Strategic Financial Concepts's 13F filing for Q4 2025, filed 9 Feb 2026.