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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Cassaday & Co Wealth Management's SLYG Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.25% in Q1 2026, buying an estimated $991 and bringing the position to 4,086 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #249.

Cassaday & Co Wealth Management first reported a position in SLYG in Q3 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

Cassaday & Co Wealth Management held 4,086 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $395K as of Q1 2026.
Cassaday & Co Wealth Management bought 10 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $991.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #249 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 7 quarters since.
514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.