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

Allegiance Financial Group 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	$504K	Buy	4,229 +8	+0.2%	+$866	0.09%	88
2026 Q1	$408K	Buy	4,221 +8	+0.2%	+$793	0.08%	102
2025 Q4	$397K	Buy	4,213 +5	+0.1%	+$472	0.08%	95
2025 Q3	$397K	Buy	4,208 +10	+0.2%	+$920	0.09%	80
2025 Q2	$373K	Buy	4,198 +103	+3%	+$8.61K	0.1%	84
2025 Q1	$340K	Buy	4,095 +11	+0.3%	+$982	0.1%	82
2024 Q4	$369K	Buy	4,084 +16	+0.4%	+$1.51K	0.12%	61
2024 Q3	$379K	Buy	4,068 +13	+0.3%	+$1.17K	0.13%	54
2024 Q2	$348K	Buy	4,055 +12	+0.3%	+$1.02K	0.13%	52
2024 Q1	$353K	Buy	4,043 +8	+0.2%	+$667	0.14%	53
2023 Q4	$337K	Buy	4,035 +13	+0.3%	+$975	0.16%	52
2023 Q3	$295K	Buy	4,022 +13	+0.3%	+$1K	0.17%	51
2023 Q2	$309K	Buy	4,009 +15	+0.4%	+$1.1K	0.18%	50
2023 Q1	$295K	Buy	3,994 +12	+0.3%	+$905	0.22%	51
2022 Q4	$288K	Buy	+3,982	New	+$293K	0.28%	51

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Allegiance Financial Group Advisory Services's SLYG Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.19% in Q2 2026, buying an estimated $866 and bringing the position to 4,229 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #88.

Allegiance Financial Group Advisory Services first reported a position in SLYG in Q4 2022 and has held it in 15 quarters since. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Allegiance Financial Group Advisory Services held 4,229 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $504K as of Q2 2026.
Allegiance Financial Group Advisory Services bought 8 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $866.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.09% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #88 holding.
Allegiance Financial Group Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.