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

Beaumont 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
Q2 		$222K Buy
+1,867
New +$202K 0.01% 351
2023
Q1 		– Sell
-3,515
Closed -$254K – 336
2022
Q4 		$254K Buy
+3,515
New +$259K 0.03% 276

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Beaumont Financial Advisors's SLYG Position: Q2 2026 in Review

Beaumont Financial Advisors opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2026: 1,867 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #351 among its holdings. This is a return to the name: Beaumont Financial Advisors previously reported a position in SLYG as recently as Q4 2022.

Beaumont Financial Advisors first reported a position in SLYG in Q4 2022 and has held it in 2 quarters since. The position peaked at $254K in Q4 2022. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Beaumont Financial Advisors held 1,867 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $222K as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF was a new Beaumont Financial Advisors position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Beaumont Financial Advisors's portfolio in Q2 2026, its #351 holding.
  • Beaumont Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 2 quarters since.
  • Beaumont Financial Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $254K in Q4 2022.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.