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

Capital Performance Advisors’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 		$9.2M Buy
77,246
+182
+0.2% +$19.7K 0.59% 36
2026
Q1 		$7.45M Buy
77,064
+2,024
+3% +$201K 0.5% 41
2025
Q4 		$7.07M Buy
+75,040
New +$7.08M 0.5% 41
2024
Q4 		– Sell
-22
Closed -$2.05K – 2285
2024
Q3 		$2.05K Buy
+22
New +$1.98K ﹤0.01% 1556

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 Performance Advisors's SLYG Position: Q2 2026 in Review

Capital Performance Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.24% in Q2 2026, buying an estimated $19.7K and bringing the position to 77,246 shares worth $9.2M. The position accounts for 0.59% of the portfolio, ranked #36.

Capital Performance Advisors first reported a position in SLYG in Q3 2024 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Capital Performance Advisors held 77,246 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $9.2M as of Q2 2026.
  • Capital Performance Advisors bought 182 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $19.7K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.59% of Capital Performance Advisors's portfolio in Q2 2026, its #36 holding.
  • Capital Performance Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.