Wealth Enhancement Advisory Services
SLYG icon

Wealth Enhancement Advisory Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$8.86M Buy
76,168
+18,385
+32% +$1.99M 0.01% 729
2026
Q1 		$5.66M Sell
57,783
-15,159
-21% -$1.5M 0.01% 844
2025
Q4 		$7.12M Buy
72,942
+140
+0.2% +$13.2K 0.01% 846
2025
Q3 		$6.83M Sell
72,802
-10,557
-13% -$971K 0.01% 814
2025
Q2 		$7.58M Buy
83,359
+4,272
+5% +$357K 0.01% 726
2025
Q1 		$6.56M Sell
79,087
-293
-0.4% -$26.2K 0.01% 731
2024
Q4 		$7.17M Buy
79,380
+4,578
+6% +$433K 0.01% 671
2024
Q3 		$6.96M Buy
74,802
+7,809
+12% +$704K 0.02% 625
2024
Q2 		$5.75M Buy
66,993
+13,018
+24% +$1.11M 0.01% 648
2024
Q1 		$4.71M Buy
53,975
+1,944
+4% +$162K 0.01% 679
2023
Q4 		$4.35M Buy
52,031
+16,008
+44% +$1.2M 0.01% 644
2023
Q3 		$2.64M Buy
+36,023
New +$2.78M 0.01% 766

Other funds holding SLYG

EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $159M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM
PWG
Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return