Calton & Associates’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Calton & Associates’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	$641K	Buy	5,383 +291	+6%	+$31.5K	0.09%	194
2026 Q1	$492K	Sell	5,092 -43	-0.8%	-$4.26K	0.07%	242
2025 Q4	$484K	Buy	5,135 +343	+7%	+$32.4K	0.07%	253
2025 Q3	$452K	Buy	4,792 +993	+26%	+$91.4K	0.07%	252
2025 Q2	$337K	Buy	+3,799	New	+$318K	0.06%	265
2018 Q1	–	Sell	-1,348	Closed	-$80K	–	1125
2017 Q4	$80K	Buy	+1,348	New	+$77.8K	0.02%	540

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 $1.62B AUM 25.73% 1-Year Est. Return

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

Calton & Associates's SLYG Position: Q2 2026 in Review

Calton & Associates increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 5.7% in Q2 2026, buying an estimated $31.5K and bringing the position to 5,383 shares worth $641K. The position accounts for 0.09% of the portfolio, ranked #194.

Calton & Associates first reported a position in SLYG in Q4 2017 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Calton & Associates held 5,383 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $641K as of Q2 2026.
Calton & Associates bought 291 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $31.5K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.09% of Calton & Associates's portfolio in Q2 2026, its #194 holding.
Calton & Associates first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.