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

Capital Analysts 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 		$4.71M Buy
39,540
+1,953
+5% +$211K 0.11% 154
2026
Q1 		$3.63M Buy
37,587
+3,708
+11% +$367K 0.1% 178
2025
Q4 		$3.19M Buy
33,879
+1,165
+4% +$110K 0.09% 190
2025
Q3 		$3.08M Buy
32,714
+4,154
+15% +$382K 0.09% 189
2025
Q2 		$2.54M Buy
28,560
+19,496
+215% +$1.63M 0.08% 192
2025
Q1 		$752K Buy
9,064
+7,639
+536% +$682K 0.03% 304
2024
Q4 		$129K Buy
1,425
+1,242
+679% +$117K 0.01% 563
2024
Q3 		$17K Sell
183
-751
-80% -$67.7K ﹤0.01% 932
2024
Q2 		$80K Sell
934
-544
-37% -$46.5K ﹤0.01% 622
2024
Q1 		$129K Buy
1,478
+2
+0.1% +$167 0.01% 515
2023
Q4 		$123K Buy
1,476
+3
+0.2% +$225 0.01% 499
2023
Q3 		$108K Sell
1,473
-7,212
-83% -$556K 0.01% 469
2023
Q2 		$668K Sell
8,685
-103
-1% -$7.53K 0.04% 266
2023
Q1 		$648K Sell
8,788
-3,326
-27% -$251K 0.04% 267
2022
Q4 		$875K Buy
12,114
+2,984
+33% +$220K 0.05% 228
2022
Q3 		$622K Sell
9,130
-687
-7% -$51.6K 0.04% 247
2022
Q2 		$692K Sell
9,817
-97
-1% -$7.36K 0.05% 238
2022
Q1 		$831K Buy
9,914
+224
+2% +$18.9K 0.05% 228
2021
Q4 		$899K Sell
9,690
-41
-0.4% -$3.74K 0.05% 224
2021
Q3 		$848K Buy
9,731
+62
+0.6% +$5.47K 0.06% 220
2021
Q2 		$858K Buy
9,669
+645
+7% +$56.2K 0.06% 217
2021
Q1 		$775K Buy
9,024
+8,339
+1,217% +$709K 0.05% 221
2020
Q4 		$52K Buy
685
+2
+0.3% +$136 ﹤0.01% 418
2020
Q3 		$40K Sell
683
-17
-2% -$1.02K ﹤0.01% 431
2020
Q2 		$40K Sell
700
-80
-10% -$4.17K ﹤0.01% 396
2020
Q1 		$36K Sell
780
-6,428
-89% -$379K ﹤0.01% 379
2019
Q4 		$465K Buy
7,208
+667
+10% +$41.2K 0.05% 188
2019
Q3 		$389K Buy
6,541
+983
+18% +$59.3K 0.04% 188
2019
Q2 		$339K Buy
5,558
+2,200
+66% +$132K 0.04% 193
2019
Q1 		$200K Buy
3,358
+3,141
+1,447% +$186K 0.02% 218
2018
Q4 		$12K Buy
+217
New +$12.9K ﹤0.01% 451

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DE
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Analysts LLC's SLYG Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 5.2% in Q2 2026, buying an estimated $211K and bringing the position to 39,540 shares worth $4.71M. The position accounts for 0.11% of the portfolio, ranked #154.

Capital Analysts LLC first reported a position in SLYG in Q4 2018 and has held it in 31 quarters since. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Capital Analysts LLC held 39,540 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $4.71M as of Q2 2026.
  • Capital Analysts LLC bought 1,953 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $211K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.11% of Capital Analysts LLC's portfolio in Q2 2026, its #154 holding.
  • Capital Analysts LLC first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.