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

Basepoint Wealth’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 		$149K Sell
1,547
-118
-7% -$11.7K 0.09% 120
2025
Q4 		$157K Buy
+1,665
New +$157K 0.1% 113

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

Basepoint Wealth's SLYG Position: Q1 2026 in Review

Basepoint Wealth reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 7.1% in Q1 2026, selling an estimated $11.7K and leaving 1,547 shares worth $149K. The position accounts for 0.09% of the portfolio, ranked #120.

Basepoint Wealth first reported a position in SLYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $157K in Q4 2025. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Basepoint Wealth held 1,547 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $149K as of Q1 2026.
  • Basepoint Wealth sold 118 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $11.7K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.09% of Basepoint Wealth's portfolio in Q1 2026, its #120 holding.
  • Basepoint Wealth first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $157K in Q4 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 Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.