Cary Street Partners Investment Advisory’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Cary Street Partners Investment Advisory’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	$963K	Sell	8,086 -108	-1%	-$11.7K	0.19%	117
2026 Q1	$792K	Buy	8,194 +292	+4%	+$28.9K	0.2%	117
2025 Q4	$744K	Buy	7,902 +392	+5%	+$37K	0.2%	123
2025 Q3	$708K	Buy	7,510 +156	+2%	+$14.4K	0.3%	71
2025 Q2	$653K	Buy	7,354 +1,033	+16%	+$86.4K	0.32%	69
2025 Q1	$525K	Buy	6,321 +131	+2%	+$11.7K	0.3%	82
2024 Q4	$559K	Sell	6,190 -5,088	-45%	-$481K	0.37%	64
2024 Q3	$1.05M	Buy	11,278 +2,540	+29%	+$229K	0.04%	359
2024 Q2	$750K	Buy	8,738 +1,839	+27%	+$157K	0.03%	382
2024 Q1	$602K	Buy	6,899 +2,201	+47%	+$183K	0.03%	417
2023 Q4	$393K	Sell	4,698 -23	-0.5%	-$1.73K	0.02%	472
2023 Q3	$346K	Buy	4,721 +2,706	+134%	+$209K	0.02%	452
2023 Q2	$155K	Sell	2,015 -17	-0.8%	-$1.24K	0.01%	576
2023 Q1	$150K	Sell	2,032 -341	-14%	-$25.7K	0.01%	524
2022 Q4	$171K	Buy	2,373 +328	+16%	+$24.1K	0.01%	496
2022 Q3	$139K	Buy	2,045 +183	+10%	+$13.7K	0.01%	475
2022 Q2	$131K	Buy	+1,862	New	+$141K	0.01%	482
2020 Q4	–	Sell	-1,170	Closed	-$69K	–	779
2020 Q3	$69K	Buy	+1,170	New	+$69.9K	0.01%	431

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Cary Street Partners Investment Advisory's SLYG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.3% in Q2 2026, selling an estimated $11.7K and leaving 8,086 shares worth $963K. The position accounts for 0.19% of the portfolio, ranked #117.

Cary Street Partners Investment Advisory first reported a position in SLYG in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.05M in Q3 2024. 367 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Cary Street Partners Investment Advisory held 8,086 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $963K as of Q2 2026.
Cary Street Partners Investment Advisory sold 108 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $11.7K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.19% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #117 holding.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2020 and has held it in 18 quarters since.
Cary Street Partners Investment Advisory's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.05M in Q3 2024.
367 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.