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Asset One Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Asset One Wealth Management’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 		$303K Sell
2,611
-414
-14% -$44.8K 0.03% 283
2026
Q1 		$321K Buy
3,025
+1,006
+50% +$99.7K 0.04% 267
2025
Q4 		$202K Buy
+2,019
New +$191K 0.03% 270

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

Asset One Wealth Management's SLYG Position: Q2 2026 in Review

Asset One Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 14% in Q2 2026, selling an estimated $44.8K and leaving 2,611 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #283.

Asset One Wealth Management first reported a position in SLYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $321K in Q1 2026. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Asset One Wealth Management held 2,611 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $303K as of Q2 2026.
  • Asset One Wealth Management sold 414 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $44.8K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.03% of Asset One Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Asset One Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $321K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.