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Topel & Distasi Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Topel & Distasi Wealth Management’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 		$831K Hold
8,603
– – 0.43% 37
2025
Q4 		$810K Hold
8,603
– – 0.4% 39
2025
Q3 		$811K Hold
8,603
– – 0.4% 40
2025
Q2 		$764K Hold
8,603
– – 0.4% 40
2025
Q1 		$714K Hold
8,603
– – 0.33% 51
2024
Q4 		$777K Hold
8,603
– – 0.33% 52
2024
Q3 		$801K Hold
8,603
– – 0.33% 53
2024
Q2 		$739K Hold
8,603
– – 0.32% 52
2024
Q1 		$750K Hold
8,603
– – 0.33% 51
2023
Q4 		$719K Hold
8,603
– – 0.34% 51
2023
Q3 		$630K Hold
8,603
– – 0.33% 51
2023
Q2 		$662K Hold
8,603
– – 0.33% 50
2023
Q1 		$634K Hold
8,603
– – 0.33% 51
2022
Q4 		$621K Buy
+8,603
New +$633K 0.35% 50

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