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

CBIZ Investment Advisory Services’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	$8.99K	Hold	93	–	–	﹤0.01%	168
2026 Q1	$8.99K	Hold	93	–	–	﹤0.01%	168
2025 Q4	$8.76K	Hold	93	–	–	﹤0.01%	406
2025 Q3	$8.77K	Hold	93	–	–	﹤0.01%	361
2025 Q2	$8.25K	Hold	93	–	–	﹤0.01%	379
2025 Q1	$7.72K	Hold	93	–	–	﹤0.01%	347
2024 Q4	$8.4K	Hold	93	–	–	﹤0.01%	292
2024 Q3	$8.66K	Hold	93	–	–	﹤0.01%	273
2024 Q2	$7.99K	Hold	93	–	–	﹤0.01%	271
2024 Q1	$8.11K	Buy	+93	New	+$7.75K	﹤0.01%	267
2022 Q2	–	Sell	-7,369	Closed	-$940K	–	40
2022 Q1	$940K	Buy	+7,369	New	+$622K	0.08%	12
2021 Q3	–	Hold	0	–	–	–	88
2021 Q2	–	Hold	0	–	–	–	86
2021 Q1	–	Hold	0	–	–	–	77
2020 Q4	–	Hold	0	–	–	–	94
2020 Q3	–	Hold	0	–	–	–	100
2020 Q2	–	Hold	0	–	–	–	107
2020 Q1	–	Hold	0	–	–	–	192
2019 Q4	–	Hold	0	–	–	–	128

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

CBIZ Investment Advisory Services's SLYG Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2026 at 93 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

CBIZ Investment Advisory Services first reported a position in SLYG in Q1 2022 and has held it in 11 quarters since. The position peaked at $940K in Q1 2022. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

CBIZ Investment Advisory Services held 93 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $8.99K as of Q2 2026.
CBIZ Investment Advisory Services left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #168 holding.
CBIZ Investment Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2022 and has held it in 11 quarters since.
CBIZ Investment Advisory Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $940K in Q1 2022.
559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.