VWWMG
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Vermillion & White Wealth Management Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-8
Closed -$810 – 438
2025
Q4 		$810 Sell
8
-1
-11% -$94 ﹤0.01% 541
2025
Q3 		$811 Sell
9
-10
-53% -$920 ﹤0.01% 536
2025
Q2 		$1.71K Hold
19
– – ﹤0.01% 472
2025
Q1 		$1.6K Hold
19
– – ﹤0.01% 461
2024
Q4 		$1.73K Hold
19
– – ﹤0.01% 325
2024
Q3 		$1.78K Hold
19
– – ﹤0.01% 295
2024
Q2 		$1.64K Hold
19
– – ﹤0.01% 312
2024
Q1 		$1.66K Hold
19
– – ﹤0.01% 293
2023
Q4 		$1.58K Buy
+19
New +$1.43K ﹤0.01% 254

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