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CarsonAllaria Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

CarsonAllaria Wealth Management’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 		$3.56M Sell
29,898
-950
-3% -$103K 1.54% 17
2026
Q1 		$2.98M Sell
30,848
-305
-1% -$30.2K 1.47% 19
2025
Q4 		$2.93M Sell
31,153
-161
-0.5% -$15.2K 1.46% 19
2025
Q3 		$2.95M Sell
31,314
-939
-3% -$86.4K 1.54% 19
2025
Q2 		$2.86M Sell
32,253
-1,023
-3% -$85.5K 1.53% 18
2025
Q1 		$2.76M Sell
33,276
-562
-2% -$50.2K 1.6% 20
2024
Q4 		$3.06M Buy
33,838
+226
+0.7% +$21.4K 1.75% 18
2024
Q3 		$3.13M Sell
33,612
-1,020
-3% -$91.9K 1.79% 17
2024
Q2 		$2.97M Sell
34,632
-241
-0.7% -$20.6K 1.82% 17
2024
Q1 		$3.04M Buy
34,873
+8,050
+30% +$671K 1.91% 17
2023
Q4 		$2.24M Sell
26,823
-193
-0.7% -$14.5K 1.61% 16
2023
Q3 		$1.98M Buy
27,016
+207
+0.8% +$16K 1.61% 17
2023
Q2 		$2.06M Sell
26,809
-430
-2% -$31.4K 1.62% 16
2023
Q1 		$2.01M Sell
27,239
-1,286
-5% -$97K 1.69% 16
2022
Q4 		$2.06M Sell
28,525
-1,024
-3% -$75.4K 1.8% 16
2022
Q3 		$2.01M Sell
29,549
-713
-2% -$53.5K 1.87% 16
2022
Q2 		$2.13M Buy
30,262
+177
+0.6% +$13.4K 1.99% 16
2022
Q1 		$2.52M Sell
30,085
-2,227
-7% -$188K 2.26% 14
2021
Q4 		$3M Buy
+32,312
New +$2.95M 2.65% 10

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

CarsonAllaria Wealth Management's SLYG Position: Q2 2026 in Review

CarsonAllaria Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 3.1% in Q2 2026, selling an estimated $103K and leaving 29,898 shares worth $3.56M. The position accounts for 1.54% of the portfolio, ranked #17.

CarsonAllaria Wealth Management first reported a position in SLYG in Q4 2021 and has held it in 19 quarters since. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • CarsonAllaria Wealth Management held 29,898 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.56M as of Q2 2026.
  • CarsonAllaria Wealth Management sold 950 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $103K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.54% of CarsonAllaria Wealth Management's portfolio in Q2 2026, its #17 holding.
  • CarsonAllaria Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and has held it in 19 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 CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.