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

Advisor OS’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
-22,806
Closed -$2.15M – 626
2025
Q4 		$2.15M Sell
22,806
-162
-0.7% -$15.3K 0.17% 93
2025
Q3 		$2.17M Sell
22,968
-702
-3% -$64.6K 0.19% 77
2025
Q2 		$2.1M Buy
+23,670
New +$1.98M 0.21% 68
2025
Q1 		– Sell
-24,225
Closed -$2.19M – 454
2024
Q4 		$2.19M Sell
24,225
-61
-0.3% -$5.77K 0.25% 63
2024
Q3 		$2.26M Sell
24,286
-175
-0.7% -$15.8K 0.23% 83
2024
Q2 		$2.1M Sell
24,461
-1,617
-6% -$138K 0.23% 84
2024
Q1 		$2.27M Sell
26,078
-1,335
-5% -$111K 0.26% 71
2023
Q4 		$2.29M Sell
27,413
-3,109
-10% -$233K 0.3% 62
2023
Q3 		$2.24M Sell
30,522
-173
-0.6% -$13.3K 0.34% 54
2023
Q2 		$2.36M Sell
30,695
-2,293
-7% -$168K 0.39% 51
2023
Q1 		$2.43M Buy
32,988
+27,899
+548% +$2.11M 0.58% 40
2022
Q4 		$368K Sell
5,089
-2,984
-37% -$220K 0.1% 167
2022
Q3 		$550K Buy
8,073
+87
+1% +$6.53K 0.17% 122
2022
Q2 		$563K Sell
7,986
-29,095
-78% -$2.21M 0.16% 132
2022
Q1 		$3.11M Buy
37,081
+7,320
+25% +$618K 0.9% 23
2021
Q4 		$2.76M Buy
29,761
+745
+3% +$67.9K 0.56% 43
2021
Q3 		$2.53M Buy
29,016
+752
+3% +$66.3K 0.55% 40
2021
Q2 		$2.51M Sell
28,264
-4,063
-13% -$354K 0.52% 34
2021
Q1 		$2.77M Buy
+32,327
New +$2.75M 0.63% 32
2020
Q3 		– Sell
-32,796
Closed -$1.86M – 148
2020
Q2 		$1.86M Buy
+32,796
New +$1.71M 1.11% 19

Other funds holding SLYG

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

Advisor OS's SLYG Position: Q1 2026 in Review

Advisor OS sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2026, closing a stake of 22,806 shares — an estimated $2.15M sold.

Advisor OS first reported a position in SLYG in Q2 2020 and held it in 20 quarters. The position peaked at $3.11M in Q1 2022. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Advisor OS reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Advisor OS sold 22,806 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $2.15M.
  • Advisor OS first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2020 and held it in 20 quarters.
  • Advisor OS's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.11M in Q1 2022.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.