Cerro Pacific Wealth Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Cerro Pacific Wealth Advisors’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	$9.32M	Buy	78,256 +2,816	+4%	+$305K	2.11%	13
2026 Q1	$7.29M	Buy	75,440 +9,322	+14%	+$924K	1.91%	15
2025 Q4	$6.23M	Buy	66,118 +4,110	+7%	+$388K	1.68%	19
2025 Q3	$5.85M	Buy	62,008 +2,012	+3%	+$185K	1.6%	19
2025 Q2	$5.32M	Buy	59,996 +13,447	+29%	+$1.12M	1.48%	20
2025 Q1	$4.21M	Buy	46,549 +7,057	+18%	+$630K	1.37%	19
2024 Q4	$3.68M	Buy	39,492 +13,270	+51%	+$1.25M	1.22%	23
2024 Q3	$2.25M	Buy	26,222 +458	+2%	+$41.3K	0.85%	35
2024 Q2	$2.21M	Buy	+25,764	New	+$2.2M	0.85%	36
2023 Q1	$978K	Sell	13,256 -613	-4%	-$46.3K	0.54%	52
2022 Q4	$1M	Sell	13,869 -61	-0.4%	-$4.49K	0.53%	54
2022 Q3	$949K	Sell	13,930 -8,387	-38%	-$630K	0.58%	45
2022 Q2	$1.57M	Sell	22,317 -17,365	-44%	-$1.32M	0.98%	23
2022 Q1	$3.33M	Buy	+39,682	New	+$3.35M	2.04%	13

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

Cerro Pacific Wealth Advisors's SLYG Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 3.7% in Q2 2026, buying an estimated $305K and bringing the position to 78,256 shares worth $9.32M. The position accounts for 2.11% of the portfolio, ranked #13.

Cerro Pacific Wealth Advisors first reported a position in SLYG in Q1 2022 and has held it in 14 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Cerro Pacific Wealth Advisors held 78,256 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $9.32M as of Q2 2026.
Cerro Pacific Wealth Advisors bought 2,816 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $305K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 2.11% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #13 holding.
Cerro Pacific Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.