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Worth Financial Advisory Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Worth Financial Advisory 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
2025
Q1 		– Sell
-2,312
Closed -$209K – 165
2024
Q4 		$209K Buy
+2,312
New +$219K 0.13% 151

Other funds holding SLYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Worth Financial Advisory Group's SLYG Position: Q1 2025 in Review

Worth Financial Advisory Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2025, closing a stake of 2,312 shares — an estimated $209K sold.

Worth Financial Advisory Group first reported a position in SLYG in Q4 2024 and held it in 1 quarter. The position peaked at $209K in Q4 2024. 461 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

  • Worth Financial Advisory Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Worth Financial Advisory Group sold 2,312 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2025, an estimated $209K.
  • Worth Financial Advisory Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Worth Financial Advisory Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $209K in Q4 2024.
  • 461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2025.

Based on Worth Financial Advisory Group's 13F filing for Q1 2025, filed 22 Apr 2025.