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

Clarus 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 Q3	$4.76M	Buy	43,826 +19,845	+83%	+$2.27M	1.73%	17
2026 Q2	$2.77M	Sell	23,981 -1,090	-4%	-$118K	1.07%	26
2026 Q1	$2.48M	Sell	25,071 -252	-1%	-$25K	1.06%	28
2025 Q4	$2.51M	Buy	+25,323	New	+$2.39M	1.04%	30
2023 Q1	–	Sell	-46,484	Closed	-$3.46M	–	144
2022 Q4	$3.46M	Sell	46,484 -25,628	-36%	-$1.89M	2.27%	14
2022 Q3	$5.02M	Sell	72,112 -521	-0.7%	-$39.1K	3.58%	6
2022 Q2	$5.17M	Sell	72,633 -891	-1%	-$67.6K	3.64%	5
2022 Q1	$5.88M	Sell	73,524 -34,865	-32%	-$2.94M	3.66%	7
2021 Q4	$9.7M	Sell	108,389 -25,174	-19%	-$2.3M	5.59%	5
2021 Q3	$11.8M	Buy	133,563 +4,050	+3%	+$357K	7.23%	2
2021 Q2	$11.5M	Buy	129,513 +1,744	+1%	+$152K	7.17%	2
2021 Q1	$11.1M	Sell	127,769 -15,196	-11%	-$1.29M	6.95%	2
2020 Q4	$11.6M	Sell	142,965 -2,119	-1%	-$145K	7.74%	2
2020 Q3	$8.9M	Sell	145,084 -62,689	-30%	-$3.75M	6.9%	2
2020 Q2	$11.7M	Buy	207,773 +28,731	+16%	+$1.5M	9.85%	2
2020 Q1	$7.55M	Buy	179,042 +56,247	+46%	+$3.32M	7.54%	2
2019 Q4	$7.94M	Sell	122,795 -32,063	-21%	-$1.98M	5.25%	2
2019 Q3	$9.23M	Sell	154,858 -1,220	-0.8%	-$73.6K	6.74%	2
2019 Q2	$9.5M	Sell	156,078 -25,106	-14%	-$1.51M	6.87%	2
2019 Q1	$10.8M	Buy	+181,184	New	+$10.7M	8.09%	2

Other funds holding SLYG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Clarus Wealth Advisors's SLYG Position: Q3 2026 in Review

Clarus Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 83% in Q3 2026, buying an estimated $2.27M and bringing the position to 43,826 shares worth $4.76M. The position accounts for 1.73% of the portfolio, ranked #17.

Clarus Wealth Advisors first reported a position in SLYG in Q1 2019 and has held it in 20 quarters since. The position peaked at $11.8M in Q3 2021. 139 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

Clarus Wealth Advisors held 43,826 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $4.76M as of Q3 2026.
Clarus Wealth Advisors bought 19,845 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $2.27M.
State Street SPDR S&P 600 Small Cap Growth ETF made up 1.73% of Clarus Wealth Advisors's portfolio in Q3 2026, its #17 holding.
Clarus Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2019 and has held it in 20 quarters since.
Clarus Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $11.8M in Q3 2021.
139 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on Clarus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.