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

Avestar Capital’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 		$438K Buy
4,532
+98
+2% +$9.71K 0.03% 380
2025
Q4 		$418K Sell
4,434
-11
-0.2% -$1.04K 0.03% 370
2025
Q3 		$419K Buy
4,445
+2,027
+84% +$187K 0.03% 370
2025
Q2 		$215K Sell
2,418
-3,739
-61% -$313K 0.01% 453
2025
Q1 		$511K Sell
6,157
-1,229
-17% -$110K 0.04% 280
2024
Q4 		$667K Buy
7,386
+234
+3% +$22.1K 0.06% 237
2024
Q3 		$666K Sell
7,152
-244
-3% -$22K 0.07% 214
2024
Q2 		$635K Buy
+7,396
New +$632K 0.07% 215

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

Avestar Capital's SLYG Position: Q1 2026 in Review

Avestar Capital increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.2% in Q1 2026, buying an estimated $9.71K and bringing the position to 4,532 shares worth $438K. The position accounts for 0.03% of the portfolio, ranked #380.

Avestar Capital first reported a position in SLYG in Q2 2024 and has held it in 8 quarters since. The position peaked at $667K in Q4 2024. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Avestar Capital held 4,532 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $438K as of Q1 2026.
  • Avestar Capital bought 98 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $9.71K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.03% of Avestar Capital's portfolio in Q1 2026, its #380 holding.
  • Avestar Capital first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • Avestar Capital's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $667K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.