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

Bogart Wealth LLC’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	$121K	Sell	1,016 -10	-1%	-$1.08K	﹤0.01%	355
2026 Q1	$99.1K	Sell	1,026 -22	-2%	-$2.18K	﹤0.01%	363
2025 Q4	$98.7K	Buy	1,048 +1	+0.1%	+$94	﹤0.01%	342
2025 Q3	$98.8K	Sell	1,047 -300	-22%	-$27.6K	﹤0.01%	331
2025 Q2	$120K	Hold	1,347	–	–	0.01%	310
2025 Q1	$112K	Buy	1,347 +5	+0.4%	+$446	0.01%	293
2024 Q4	$121K	Buy	1,342 +10	+0.8%	+$945	0.01%	283
2024 Q3	$124K	Hold	1,332	–	–	0.01%	282
2024 Q2	$114K	Hold	1,332	–	–	0.01%	281
2024 Q1	$116K	Hold	1,332	–	–	0.01%	259
2023 Q4	$111K	Buy	1,332 +350	+36%	+$26.3K	0.01%	256
2023 Q3	$71.9K	Buy	982 +160	+19%	+$12.3K	﹤0.01%	286
2023 Q2	$63.3K	Buy	822 +400	+95%	+$29.2K	﹤0.01%	300
2023 Q1	$31.1K	Buy	422 +401	+1,910%	+$30.3K	﹤0.01%	390
2022 Q4	$1.54K	Hold	21	–	–	﹤0.01%	817
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	942
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	864
2022 Q1	$2K	Hold	21	–	–	﹤0.01%	699
2021 Q4	$2K	Buy	+21	New	+$1.92K	﹤0.01%	667
2019 Q2	–	Sell	-52	Closed	-$3K	–	366
2019 Q1	$3K	Buy	+52	New	+$3.07K	﹤0.01%	305

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bogart Wealth LLC's SLYG Position: Q2 2026 in Review

Bogart Wealth LLC reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.97% in Q2 2026, selling an estimated $1.08K and leaving 1,016 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Bogart Wealth LLC first reported a position in SLYG in Q1 2019 and has held it in 20 quarters since. The position peaked at $124K in Q3 2024. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Bogart Wealth LLC held 1,016 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $121K as of Q2 2026.
Bogart Wealth LLC sold 10 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $1.08K.
State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #355 holding.
Bogart Wealth LLC first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2019 and has held it in 20 quarters since.
Bogart Wealth LLC's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $124K in Q3 2024.
556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.