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

Broadview Financial 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 Q2	$211K	Buy	+1,774	New	+$192K	0.13%	43
2021 Q1	–	Sell	-3,433	Closed	-$262K	–	46
2020 Q4	$262K	Sell	3,433 -913	-21%	-$62.3K	0.2%	41
2020 Q3	$257K	Sell	4,346 -1,007	-19%	-$60.2K	0.22%	41
2020 Q2	$304K	Sell	5,353 -149	-3%	-$7.77K	0.24%	38
2020 Q1	$254K	Buy	5,502 +631	+13%	+$37.3K	0.23%	39
2019 Q4	$314K	Sell	4,871 -53	-1%	-$3.27K	0.22%	38
2019 Q3	$293K	Buy	4,924 +196	+4%	+$11.8K	0.22%	38
2019 Q2	$288K	Sell	4,728 -106	-2%	-$6.37K	0.22%	37
2019 Q1	$289K	Buy	4,834 +9	+0.2%	+$532	0.23%	37
2018 Q4	$260K	Sell	4,825 -174	-3%	-$10.4K	0.23%	44
2018 Q3	$337K	Sell	4,999 -21	-0.4%	-$1.41K	0.3%	33
2018 Q2	$317K	Sell	5,020 -380	-7%	-$23.3K	0.31%	33
2018 Q1	$314K	Sell	5,400 -20	-0.4%	-$1.17K	0.31%	33
2017 Q4	$308K	Buy	+5,420	New	+$313K	0.3%	32

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

Broadview Financial Management's SLYG Position: Q2 2026 in Review

Broadview Financial Management opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2026: 1,774 shares worth $211K. The stake represents 0.13% of the portfolio and ranks #43 among its holdings. This is a return to the name: Broadview Financial Management previously reported a position in SLYG as recently as Q4 2020.

Broadview Financial Management first reported a position in SLYG in Q4 2017 and has held it in 14 quarters since. The position peaked at $337K in Q3 2018. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Broadview Financial Management held 1,774 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $211K as of Q2 2026.
State Street SPDR S&P 600 Small Cap Growth ETF was a new Broadview Financial Management position in Q2 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.13% of Broadview Financial Management's portfolio in Q2 2026, its #43 holding.
Broadview Financial Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and has held it in 14 quarters since.
Broadview Financial Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $337K in Q3 2018.
558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.