AWM
SLYG icon

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

Avior 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 		$556K Sell
4,667
-67
-1% -$7.25K 0.01% 488
2026
Q1 		$457K Sell
4,734
-484
-9% -$48K 0.01% 554
2025
Q4 		$491K Sell
5,218
-279
-5% -$26.3K 0.02% 465
2025
Q3 		$518K Sell
5,497
-52
-0.9% -$4.79K 0.02% 434
2025
Q2 		$492K Sell
5,549
-238
-4% -$19.9K 0.02% 428
2025
Q1 		$480K Buy
5,787
+96
+2% +$8.57K 0.02% 416
2024
Q4 		$514K Buy
5,691
+147
+3% +$13.9K 0.02% 440
2024
Q3 		$516K Sell
5,544
-605
-10% -$54.5K 0.02% 442
2024
Q2 		$528K Sell
6,149
-948
-13% -$81K 0.02% 419
2024
Q1 		$619K Sell
7,097
-113
-2% -$9.42K 0.03% 387
2023
Q4 		$603K Sell
7,210
-415
-5% -$31.1K 0.04% 301
2023
Q3 		$559K Sell
7,625
-63
-0.8% -$4.86K 0.04% 298
2023
Q2 		$592K Buy
7,688
+905
+13% +$66.2K 0.04% 297
2023
Q1 		$500K Sell
6,783
-331
-5% -$25K 0.03% 344
2022
Q4 		$514K Sell
7,114
-3,518
-33% -$259K 0.04% 297
2022
Q3 		$724K Sell
10,632
-393
-4% -$29.5K 0.06% 213
2022
Q2 		$777K Sell
11,025
-395
-3% -$30K 0.08% 184
2022
Q1 		$957K Sell
11,420
-2,312
-17% -$195K 0.08% 169
2021
Q4 		$1.27M Sell
13,732
-1,490
-10% -$136K 0.11% 154
2021
Q3 		$1.33M Sell
15,222
-5,750
-27% -$507K 0.11% 144
2021
Q2 		$1.86M Sell
20,972
-12,245
-37% -$1.07M 0.19% 109
2021
Q1 		$2.85M Sell
33,217
-17,575
-35% -$1.49M 0.3% 77
2020
Q4 		$3.88M Buy
50,792
+4,908
+11% +$335K 0.48% 47
2020
Q3 		$2.71M Buy
45,884
+23,458
+105% +$1.4M 0.39% 61
2020
Q2 		$1.27M Buy
22,426
+4,955
+28% +$258K 0.2% 120
2020
Q1 		$806K Buy
17,471
+8,213
+89% +$485K 0.16% 142
2019
Q4 		$597K Buy
9,258
+2,235
+32% +$138K 0.1% 207
2019
Q3 		$418K Buy
7,023
+684
+11% +$41.3K 0.07% 243
2019
Q2 		$386K Buy
6,339
+138
+2% +$8.3K 0.07% 251
2019
Q1 		$370K Buy
6,201
+1,998
+48% +$118K 0.08% 243
2018
Q4 		$226K Buy
4,203
+3,565
+559% +$212K 0.05% 290
2018
Q3 		$43K Buy
+638
New +$42.9K 0.01% 494

Other funds holding SLYG

EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Avior Wealth Management's SLYG Position: Q2 2026 in Review

Avior Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.4% in Q2 2026, selling an estimated $7.25K and leaving 4,667 shares worth $556K. The position accounts for 0.01% of the portfolio, ranked #488.

Avior Wealth Management first reported a position in SLYG in Q3 2018 and has held it in 32 quarters since. The position peaked at $3.88M in Q4 2020. 84 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Avior Wealth Management held 4,667 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $556K as of Q2 2026.
  • Avior Wealth Management sold 67 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $7.25K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #488 holding.
  • Avior Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2018 and has held it in 32 quarters since.
  • Avior Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.88M in Q4 2020.
  • 84 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.