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

Capital Squared Financial’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	$1.61M	Buy	13,506 +515	+4%	+$55.7K	1.05%	35
2026 Q1	$1.26M	Buy	12,991 +1,215	+10%	+$120K	0.96%	37
2025 Q4	$1.11M	Sell	11,776 -53	-0.4%	-$5K	0.87%	40
2025 Q3	$1.12M	Buy	11,829 +1,327	+13%	+$122K	0.97%	35
2025 Q2	$932K	Buy	+10,502	New	+$878K	1.09%	31

Other funds holding SLYG

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

LFPWM

Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return

Capital Squared Financial's SLYG Position: Q2 2026 in Review

Capital Squared Financial increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 4% in Q2 2026, buying an estimated $55.7K and bringing the position to 13,506 shares worth $1.61M. The position accounts for 1.05% of the portfolio, ranked #35.

Capital Squared Financial first reported a position in SLYG in Q2 2025 and has held it in 5 quarters since. 156 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Capital Squared Financial held 13,506 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.61M as of Q2 2026.
Capital Squared Financial bought 515 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $55.7K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 1.05% of Capital Squared Financial's portfolio in Q2 2026, its #35 holding.
Capital Squared Financial first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
156 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Capital Squared Financial's 13F filing for Q2 2026, filed 22 Jul 2026.