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

Cassaday & Co 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	$371K	Sell	3,115 -971	-24%	-$105K	0.01%	268
2026 Q1	$395K	Buy	4,086 +10	+0.2%	+$991	0.01%	249
2025 Q4	$384K	Hold	4,076	–	–	0.01%	253
2025 Q3	$384K	Hold	4,076	–	–	0.01%	242
2025 Q2	$362K	Hold	4,076	–	–	0.01%	240
2025 Q1	$338K	Hold	4,076	–	–	0.01%	238
2024 Q4	$368K	Hold	4,076	–	–	0.01%	224
2024 Q3	$380K	Buy	+4,076	New	+$367K	0.01%	209

Other funds holding SLYG

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cassaday & Co Wealth Management's SLYG Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 24% in Q2 2026, selling an estimated $105K and leaving 3,115 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #268.

Cassaday & Co Wealth Management first reported a position in SLYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $395K in Q1 2026. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Cassaday & Co Wealth Management held 3,115 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $371K as of Q2 2026.
Cassaday & Co Wealth Management sold 971 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $105K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #268 holding.
Cassaday & Co Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Cassaday & Co Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $395K in Q1 2026.
558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.