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Bishop & Co Investment Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Bishop & Co Investment Management’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 		– Sell
-4,137
Closed -$390K – 29
2025
Q4 		$390K Sell
4,137
-1
-0% -$94 0.13% 23
2025
Q3 		$390K Hold
4,138
– – 0.13% 23
2025
Q2 		$367K Buy
+4,138
New +$346K 0.13% 23
2024
Q1 		– Sell
-2,620
Closed -$219K – 26
2023
Q4 		$219K Buy
+2,620
New +$197K 0.09% 24

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

Bishop & Co Investment Management's SLYG Position: Q1 2026 in Review

Bishop & Co Investment Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2026, closing a stake of 4,137 shares — an estimated $390K sold.

Bishop & Co Investment Management first reported a position in SLYG in Q4 2023 and held it in 4 quarters. The position peaked at $390K in Q3 2025. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Bishop & Co Investment Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Bishop & Co Investment Management sold 4,137 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $390K.
  • Bishop & Co Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2023 and held it in 4 quarters.
  • Bishop & Co Investment Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $390K in Q3 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 Bishop & Co Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.