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Alliance Wealth Advisors (Utah)’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$215K Sell
1,801
-736
-29% -$79.6K 0.04% 227
2026
Q1 		$245K Sell
2,537
-754
-23% -$74.7K 0.05% 212
2025
Q4 		$310K Sell
3,291
-694
-17% -$65.5K 0.07% 209
2025
Q3 		$376K Sell
3,985
-6,052
-60% -$557K 0.09% 205
2025
Q2 		$891K Buy
10,037
+574
+6% +$48K 0.21% 111
2025
Q1 		$785K Buy
9,463
+429
+5% +$38.3K 0.21% 111
2024
Q4 		$816K Sell
9,034
-1,815
-17% -$172K 0.21% 117
2024
Q3 		$1.01M Buy
10,849
+607
+6% +$54.7K 0.27% 96
2024
Q2 		$879K Buy
10,242
+6,374
+165% +$545K 0.26% 95
2024
Q1 		$337K Buy
3,868
+130
+3% +$10.8K 0.1% 186
2023
Q4 		$313K Buy
3,738
+102
+3% +$7.65K 0.11% 189
2023
Q3 		$266K Buy
3,636
+139
+4% +$10.7K 0.1% 188
2023
Q2 		$269K Sell
3,497
-130
-4% -$9.5K 0.1% 190
2023
Q1 		$267K Buy
3,627
+120
+3% +$9.05K 0.11% 190
2022
Q4 		$253K Buy
+3,507
New +$258K 0.11% 181

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s SLYG Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 29% in Q2 2026, selling an estimated $79.6K and leaving 1,801 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #227.

Alliance Wealth Advisors (Utah) first reported a position in SLYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q3 2024. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,801 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $215K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 736 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $79.6K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.04% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #227 holding.
  • Alliance Wealth Advisors (Utah) 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.
  • Alliance Wealth Advisors (Utah)'s State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.01M in Q3 2024.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.