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

Cerity Partners’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 		$342K Buy
3,544
+278
+9% +$27.5K ﹤0.01% 2517
2025
Q4 		$308K Sell
3,266
-95
-3% -$8.97K ﹤0.01% 2397
2025
Q3 		$317K Sell
3,361
-14
-0.4% -$1.29K ﹤0.01% 2244
2025
Q2 		$300K Sell
3,375
-383
-10% -$32K ﹤0.01% 2152
2025
Q1 		$312K Sell
3,758
-545
-13% -$48.6K ﹤0.01% 1999
2024
Q4 		$391K Sell
4,303
-871
-17% -$82.3K ﹤0.01% 1903
2024
Q3 		$482K Buy
5,174
+575
+13% +$51.8K ﹤0.01% 1787
2024
Q2 		$395K Sell
4,599
-143
-3% -$12.2K ﹤0.01% 1665
2024
Q1 		$414K Sell
4,742
-49
-1% -$4.08K ﹤0.01% 1698
2023
Q4 		$401K Buy
+4,791
New +$359K ﹤0.01% 1364
2023
Q3 		– Sell
-5,393
Closed -$415K – 1673
2023
Q2 		$415K Buy
5,393
+49
+0.9% +$3.58K ﹤0.01% 1262
2023
Q1 		$13.4M Buy
5,344
+704
+15% +$53.1K 0.03% 311
2022
Q4 		$335K Buy
4,640
+554
+14% +$40.8K ﹤0.01% 1103
2022
Q3 		$278K Sell
4,086
-42
-1% -$3.15K ﹤0.01% 928
2022
Q2 		$278K Buy
4,128
+183
+5% +$13.9K ﹤0.01% 936
2022
Q1 		$331K Buy
3,945
+2
+0.1% +$169 0.01% 700
2021
Q4 		$366K Buy
3,943
+2
+0.1% +$182 0.01% 709
2021
Q3 		$343K Sell
3,941
-1,091
-22% -$96.2K 0.01% 542
2021
Q2 		$447K Sell
5,032
-32
-0.6% -$2.79K 0.01% 494
2021
Q1 		$435K Sell
5,064
-1,458
-22% -$124K 0.01% 478
2020
Q4 		$498K Sell
6,522
-8,193
-56% -$559K 0.02% 414
2020
Q3 		$869K Sell
14,715
-12,632
-46% -$755K 0.04% 261
2020
Q2 		$1.55M Sell
27,347
-11,989
-30% -$625K 0.09% 154
2020
Q1 		$1.82M Sell
39,336
-1,430
-4% -$84.4K 0.11% 136
2019
Q4 		$2.63M Buy
40,766
+1,666
+4% +$103K 0.13% 134
2019
Q3 		$2.33M Buy
39,100
+11,525
+42% +$695K 0.14% 145
2019
Q2 		$1.68M Buy
+27,575
New +$1.66M 0.11% 175

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
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
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Cerity Partners's SLYG Position: Q1 2026 in Review

Cerity Partners increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 8.5% in Q1 2026, buying an estimated $27.5K and bringing the position to 3,544 shares worth $342K. The position accounts for ﹤0.01% of the portfolio, ranked #2517.

Cerity Partners first reported a position in SLYG in Q2 2019 and has held it in 27 quarters since. The position peaked at $13.4M in Q1 2023. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Cerity Partners held 3,544 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $342K as of Q1 2026.
  • Cerity Partners bought 278 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $27.5K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2517 holding.
  • Cerity Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2019 and has held it in 27 quarters since.
  • Cerity Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $13.4M in Q1 2023.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.