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

WealthPLAN Partners’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
-3,819
Closed -$360K – 265
2025
Q4 		$360K Buy
3,819
+1,163
+44% +$110K 0.05% 221
2025
Q3 		$250K Buy
2,656
+70
+3% +$6.44K 0.04% 229
2025
Q2 		$230K Sell
2,586
-1,179
-31% -$98.6K 0.04% 238
2025
Q1 		$312K Sell
3,765
-796
-17% -$71.1K 0.04% 209
2024
Q4 		$412K Buy
4,561
+91
+2% +$8.6K 0.06% 180
2024
Q3 		$416K Sell
4,470
-1,501
-25% -$135K 0.06% 194
2024
Q2 		$513K Buy
5,971
+1,868
+46% +$160K 0.06% 205
2024
Q1 		$358K Buy
+4,103
New +$342K 0.04% 238
2023
Q3 		– Sell
-9
Closed -$693 – 1030
2023
Q2 		$693 Sell
9
-8
-47% -$585 ﹤0.01% 1157
2023
Q1 		$1.25K Buy
+17
New +$1.28K ﹤0.01% 1181

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