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

Total Wealth Planning’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
-17,695
Closed -$1.67M – 92
2025
Q3 		$1.67M Sell
17,695
-309
-2% -$28.4K 0.19% 52
2025
Q2 		$1.6M Buy
18,004
+4,142
+30% +$346K 0.2% 50
2025
Q1 		$1.15M Sell
13,862
-332
-2% -$29.6K 0.18% 50
2024
Q4 		$1.28M Buy
14,194
+1,471
+12% +$139K 0.2% 47
2024
Q3 		$1.18M Sell
12,723
-253
-2% -$22.8K 0.18% 49
2024
Q2 		$1.22M Sell
12,976
-179
-1% -$15.3K 0.2% 49
2024
Q1 		$1.15M Sell
13,155
-1,033
-7% -$86.1K 0.2% 49
2023
Q4 		$1.19M Sell
14,188
-366
-3% -$27.5K 0.22% 49
2023
Q3 		$1.07M Sell
14,554
-139
-0.9% -$10.7K 0.22% 52
2023
Q2 		$1.13M Sell
14,693
-460
-3% -$33.6K 0.24% 50
2023
Q1 		$1.12M Buy
15,153
+8
+0.1% +$604 0.25% 49
2022
Q4 		$1.09M Buy
15,145
+289
+2% +$21.3K 0.27% 49
2022
Q3 		$1.01M Buy
14,856
+145
+1% +$10.9K 0.29% 41
2022
Q2 		$1.04M Buy
14,711
+678
+5% +$51.5K 0.3% 42
2022
Q1 		$1.18M Buy
14,033
+218
+2% +$18.4K 0.32% 42
2021
Q4 		$825K Buy
13,815
+337
+3% +$30.7K 0.51% 22
2021
Q3 		$1.17M Buy
13,478
+104
+0.8% +$9.18K 0.43% 23
2021
Q2 		$1.19M Sell
13,374
-56
-0.4% -$4.88K 0.47% 21
2021
Q1 		$1.15M Sell
13,430
-2,057
-13% -$175K 0.49% 21
2020
Q4 		$1.18M Sell
15,487
-3,302
-18% -$225K 0.55% 21
2020
Q3 		$1.11M Sell
18,789
-2,124
-10% -$127K 0.58% 23
2020
Q2 		$1.19M Buy
20,913
+69
+0.3% +$3.6K 0.66% 21
2020
Q1 		$963K Buy
20,844
+584
+3% +$34.5K 0.63% 20
2019
Q4 		$1.31M Buy
20,260
+805
+4% +$49.7K 0.7% 21
2019
Q3 		$1.16M Buy
19,455
+3,531
+22% +$213K 0.66% 22
2019
Q2 		$970K Buy
15,924
+2,109
+15% +$127K 0.57% 22
2019
Q1 		$825K Buy
13,815
+3,129
+29% +$185K 0.51% 22
2018
Q4 		$576K Buy
+10,686
New +$636K 0.4% 23

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B 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 $432B 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 $1.83B 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

Total Wealth Planning's SLYG Position: Q4 2025 in Review

Total Wealth Planning sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2025, closing a stake of 17,695 shares — an estimated $1.67M sold.

Total Wealth Planning first reported a position in SLYG in Q4 2018 and held it in 28 quarters. The position peaked at $1.67M in Q3 2025. 509 funds tracked by Wall St. Rank hold SLYG as of Q4 2025.

  • Total Wealth Planning reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Total Wealth Planning sold 17,695 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2025, an estimated $1.67M.
  • Total Wealth Planning first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and held it in 28 quarters.
  • Total Wealth Planning's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.67M in Q3 2025.
  • 509 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2025.

Based on Total Wealth Planning's 13F filing for Q4 2025, filed 13 Feb 2026.