Bank of Montreal’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Bank of Montreal’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	$461K	Hold	3,873	–	–	﹤0.01%	2504
2026 Q1	$374K	Sell	3,873 -220	-5%	-$21.8K	﹤0.01%	2533
2025 Q4	$385K	Sell	4,093 -855	-17%	-$80.7K	﹤0.01%	2441
2025 Q3	$467K	Sell	4,948 -1,161	-19%	-$107K	﹤0.01%	2301
2025 Q2	$542K	Sell	6,109 -4,411	-42%	-$369K	﹤0.01%	2230
2025 Q1	$873K	Buy	10,520 +3,146	+43%	+$281K	﹤0.01%	1891
2024 Q4	$666K	Buy	7,374 +3,841	+109%	+$363K	﹤0.01%	2075
2024 Q3	$328K	Hold	3,533	–	–	﹤0.01%	2709
2024 Q2	$307K	Hold	3,533	–	–	﹤0.01%	2720
2024 Q1	$308K	Hold	3,533	–	–	﹤0.01%	2764
2023 Q4	$300K	Sell	3,533 -22	-0.6%	-$1.65K	﹤0.01%	2860
2023 Q3	$272K	Sell	3,555 -766	-18%	-$59K	﹤0.01%	2880
2023 Q2	$334K	Buy	4,321 +2,577	+148%	+$188K	﹤0.01%	2870
2023 Q1	$137K	Sell	1,744 -40	-2%	-$3.02K	﹤0.01%	3151
2022 Q4	$130K	Buy	1,784 +4	+0.2%	+$294	﹤0.01%	3295
2022 Q3	$132K	Buy	1,780 +874	+96%	+$65.6K	﹤0.01%	3368
2022 Q2	$66K	Sell	906 -25	-3%	-$1.9K	﹤0.01%	3564
2022 Q1	$81K	Sell	931 -50	-5%	-$4.22K	﹤0.01%	3700
2021 Q4	$92K	Hold	981	–	–	﹤0.01%	3146
2021 Q3	$87K	Sell	981 -3	-0.3%	-$265	﹤0.01%	3478
2021 Q2	$88K	Buy	+984	New	+$85.7K	﹤0.01%	3349
2016 Q2	–	Sell	-220	Closed	-$10K	–	4300
2016 Q1	$10K	Hold	220	–	–	﹤0.01%	3627
2015 Q4	$10K	Buy	220 +12	+6%	+$549	﹤0.01%	3623
2015 Q3	$9K	Hold	208	–	–	﹤0.01%	3504
2015 Q2	$10K	Hold	208	–	–	﹤0.01%	3496
2015 Q1	$10K	Buy	208 +8	+4%	+$364	﹤0.01%	3500
2014 Q4	$9K	Sell	200 -480	-71%	-$21.1K	﹤0.01%	3587
2014 Q3	$29K	Buy	680 +480	+240%	+$21.1K	﹤0.01%	3334
2014 Q2	$9K	Hold	200	–	–	﹤0.01%	3926
2014 Q1	$9K	Buy	+200	New	+$8.83K	﹤0.01%	3706

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal's SLYG Position: Q2 2026 in Review

Bank of Montreal held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2026 at 3,873 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Bank of Montreal first reported a position in SLYG in Q1 2014 and has held it in 30 quarters since. The position peaked at $873K in Q1 2025. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Bank of Montreal held 3,873 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $461K as of Q2 2026.
Bank of Montreal left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2504 holding.
Bank of Montreal first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2014 and has held it in 30 quarters since.
Bank of Montreal's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $873K in Q1 2025.
559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.