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TAGStone Capital’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

TAGStone Capital’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 		$1.88M Buy
19,414
+536
+3% +$53.1K 0.66% 36
2025
Q4 		$1.78M Buy
18,878
+190
+1% +$17.9K 0.66% 33
2025
Q3 		$1.76M Sell
18,688
-1,041
-5% -$95.8K 0.7% 32
2025
Q2 		$1.76M Buy
19,729
+714
+4% +$59.7K 0.73% 31
2025
Q1 		$1.58M Buy
19,015
+182
+1% +$16.2K 0.78% 32
2024
Q4 		$1.7M Buy
18,833
+1,386
+8% +$131K 0.84% 29
2024
Q3 		$1.62M Buy
17,447
+766
+5% +$69K 0.83% 29
2024
Q2 		$1.43M Buy
16,681
+2,787
+20% +$238K 0.81% 28
2024
Q1 		$1.21M Buy
13,894
+1,296
+10% +$108K 0.71% 33
2023
Q4 		$1.05M Buy
12,598
+849
+7% +$63.7K 0.69% 31
2023
Q3 		$861K Buy
11,749
+235
+2% +$18.1K 0.63% 35
2023
Q2 		$886K Sell
11,514
-59
-0.5% -$4.31K 0.64% 34
2023
Q1 		$854K Buy
11,573
+573
+5% +$43.2K 0.64% 35
2022
Q4 		$795K Sell
11,000
-24
-0.2% -$1.77K 0.66% 39
2022
Q3 		$751K Buy
11,024
+43
+0.4% +$3.23K 0.7% 37
2022
Q2 		$774K Sell
10,981
-945
-8% -$71.7K 0.74% 37
2022
Q1 		$1M Buy
11,926
+2
+0% +$169 0.84% 30
2021
Q4 		$1.11M Buy
+11,924
New +$1.09M 0.92% 29

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