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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
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
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

Calton & Associates's SLYG Position: Q1 2026 in Review

Calton & Associates reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.84% in Q1 2026, selling an estimated $4.26K and leaving 5,092 shares worth $492K. The position accounts for 0.07% of the portfolio, ranked #242.

Calton & Associates first reported a position in SLYG in Q4 2017 and has held it in 5 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Calton & Associates held 5,092 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $492K as of Q1 2026.
  • Calton & Associates sold 43 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $4.26K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.07% of Calton & Associates's portfolio in Q1 2026, its #242 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 5 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 Calton & Associates's 13F filing for Q1 2026, filed 13 May 2026.