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Baltimore-Washington Financial Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Baltimore-Washington Financial Advisors’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 		$537K Sell
5,557
-98
-2% -$9.71K 0.02% 116
2025
Q4 		$533K Sell
5,655
-262
-4% -$24.7K 0.02% 114
2025
Q3 		$558K Sell
5,917
-241
-4% -$22.2K 0.02% 111
2025
Q2 		$547K Sell
6,158
-20
-0.3% -$1.67K 0.03% 109
2025
Q1 		$513K Sell
6,178
-46
-0.7% -$4.11K 0.03% 99
2024
Q4 		$562K Sell
6,224
-248
-4% -$23.4K 0.03% 99
2024
Q3 		$603K Sell
6,472
-290
-4% -$26.1K 0.03% 100
2024
Q2 		$581K Sell
6,762
-82
-1% -$7.01K 0.03% 99
2024
Q1 		$597K Buy
6,844
+470
+7% +$39.2K 0.04% 97
2023
Q4 		$533K Buy
6,374
+7
+0.1% +$525 0.04% 106
2023
Q3 		$467K Sell
6,367
-55
-0.9% -$4.24K 0.04% 110
2023
Q2 		$494K Sell
6,422
-4,748
-43% -$347K 0.04% 106
2023
Q1 		$824K Sell
11,170
-824
-7% -$62.2K 0.07% 103
2022
Q4 		$866K Sell
11,994
-2,955
-20% -$218K 0.08% 98
2022
Q3 		$1.02M Buy
14,949
+269
+2% +$20.2K 0.09% 96
2022
Q2 		$1.03M Buy
14,680
+5,210
+55% +$395K 0.11% 85
2022
Q1 		$812K Sell
9,470
-4,958
-34% -$418K 0.08% 101
2021
Q4 		$1.34M Buy
14,428
+1,072
+8% +$97.7K 0.11% 88
2021
Q3 		$1.16M Buy
13,356
+1,491
+13% +$132K 0.1% 89
2021
Q2 		$1.05M Buy
11,865
+2,395
+25% +$209K 0.1% 90
2021
Q1 		$812K Buy
9,470
+914
+11% +$77.7K 0.08% 89
2020
Q4 		$653K Buy
8,556
+1,705
+25% +$116K 0.07% 89
2020
Q3 		$404K Buy
6,851
+2,404
+54% +$144K 0.05% 91
2020
Q2 		$252K Buy
+4,447
New +$232K 0.03% 106
2015
Q4 		– Sell
-1,200
Closed -$52K – 229
2015
Q3 		$52K Hold
1,200
– – 0.02% 124
2015
Q2 		$57K Hold
1,200
– – 0.02% 126
2015
Q1 		$57K Buy
+1,200
New +$54.5K 0.02% 127
2013
Q3 		– Sell
-1,600
Closed -$58K – 220
2013
Q2 		$58K Buy
+1,600
New +$57.3K 0.03% 102

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

Baltimore-Washington Financial Advisors's SLYG Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.7% in Q1 2026, selling an estimated $9.71K and leaving 5,557 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #116.

Baltimore-Washington Financial Advisors first reported a position in SLYG in Q2 2013 and has held it in 28 quarters since. The position peaked at $1.34M in Q4 2021. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Baltimore-Washington Financial Advisors held 5,557 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $537K as of Q1 2026.
  • Baltimore-Washington Financial Advisors sold 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 0.02% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #116 holding.
  • Baltimore-Washington Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2013 and has held it in 28 quarters since.
  • Baltimore-Washington Financial Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.34M in Q4 2021.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.