Bank of Montreal
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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
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 		$132 Buy
1,780
+874
+96% +$65.6K ﹤0.01% 3368
2022
Q2 		$66 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
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 $1.1B AUM 20.77% 1-Year Est. Return

Bank of Montreal's SLYG Position: Q1 2026 in Review

Bank of Montreal reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 5.4% in Q1 2026, selling an estimated $21.8K and leaving 3,873 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

Bank of Montreal first reported a position in SLYG in Q1 2014 and has held it in 29 quarters since. The position peaked at $873K in Q1 2025. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Bank of Montreal held 3,873 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $374K as of Q1 2026.
  • Bank of Montreal sold 220 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $21.8K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2533 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 29 quarters since.
  • Bank of Montreal's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $873K in Q1 2025.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.