SWP
SLYG icon

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

Strategic Wealth Partners’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
Q1 		$23.4K Sell
242
-2
-0.8% -$198 ﹤0.01% 669
2025
Q4 		$23K Buy
244
+2
+0.8% +$189 ﹤0.01% 667
2025
Q3 		$22.8K Hold
242
– – ﹤0.01% 700
2025
Q2 		$21.5K Buy
+242
New +$20.2K ﹤0.01% 636
2019
Q4 		– Sell
-363
Closed -$21 – 442
2019
Q3 		$21 Hold
363
– – ﹤0.01% 379
2019
Q2 		$22K Hold
363
– – 0.01% 321
2019
Q1 		$22K Sell
363
-765
-68% -$45.2K 0.01% 336
2018
Q4 		$64K Sell
1,128
-51,823
-98% -$3.09M 0.03% 211
2018
Q3 		$3.57M Buy
+52,951
New +$3.56M 1.91% 9

Other funds holding SLYG

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