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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 Sell
7,602
-370,073
-98% -$33.3M 0.23% 89
2024
Q2 		$9.43K Buy
377,675
+373,635
+9,248% +$31.9M 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 $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