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

CAPTRUST Financial 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 		$6.95M Buy
58,309
+40,906
+235% +$4.43M 0.01% 683
2026
Q1 		$1.68M Sell
17,403
-1,477
-8% -$146K ﹤0.01% 1295
2025
Q4 		$1.78M Sell
18,880
-427
-2% -$40.3K ﹤0.01% 1152
2025
Q3 		$1.82M Buy
19,307
+1,979
+11% +$182K ﹤0.01% 1074
2025
Q2 		$1.54M Sell
17,328
-627
-3% -$52.4K ﹤0.01% 1104
2025
Q1 		$1.49M Buy
17,955
+4,462
+33% +$398K ﹤0.01% 1058
2024
Q4 		$1.22M Sell
13,493
-1,453
-10% -$137K ﹤0.01% 1130
2024
Q3 		$1.39M Buy
+14,946
New +$1.35M ﹤0.01% 1002
2022
Q3 		– Sell
-1,366
Closed -$96K – 3742
2022
Q2 		$96K Buy
1,366
+633
+86% +$48K ﹤0.01% 2219
2022
Q1 		$61K Sell
733
-210
-22% -$17.7K ﹤0.01% 2652
2021
Q4 		$88K Buy
943
+372
+65% +$33.9K ﹤0.01% 2255
2021
Q3 		$50K Hold
571
– – ﹤0.01% 2578
2021
Q2 		$51K Buy
571
+146
+34% +$12.7K ﹤0.01% 2501
2021
Q1 		$36K Hold
425
– – ﹤0.01% 2642
2020
Q4 		$32K Hold
425
– – ﹤0.01% 2040
2020
Q3 		$25K Hold
425
– – ﹤0.01% 1883
2020
Q2 		$24K Buy
+425
New +$22.1K ﹤0.01% 1872
2018
Q4 		– Sell
-120
Closed -$8K – 1666
2018
Q3 		$8K Buy
+120
New +$8.07K ﹤0.01% 1284

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

CAPTRUST Financial Advisors's SLYG Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 235% in Q2 2026, buying an estimated $4.43M and bringing the position to 58,309 shares worth $6.95M. The position accounts for 0.01% of the portfolio, ranked #683.

CAPTRUST Financial Advisors first reported a position in SLYG in Q3 2018 and has held it in 18 quarters since. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • CAPTRUST Financial Advisors held 58,309 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $6.95M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 40,906 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $4.43M.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #683 holding.
  • CAPTRUST Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2018 and has held it in 18 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 CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.