BFG
SLYG icon

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

Bleakley Financial Group’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 		$2.23M Buy
23,126
+9,766
+73% +$968K 0.04% 370
2025
Q4 		$1.26M Buy
+13,360
New +$1.26M 0.02% 430

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

Bleakley Financial Group's SLYG Position: Q1 2026 in Review

Bleakley Financial Group increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 73% in Q1 2026, buying an estimated $968K and bringing the position to 23,126 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #370.

Bleakley Financial Group first reported a position in SLYG in Q4 2025 and has held it in 2 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Bleakley Financial Group held 23,126 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.23M as of Q1 2026.
  • Bleakley Financial Group bought 9,766 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $968K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.04% of Bleakley Financial Group's portfolio in Q1 2026, its #370 holding.
  • Bleakley Financial Group 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.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.