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 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	$5.01M	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	$9.71M	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	$9.51M	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

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Clarus Wealth Advisors's SLYG Position: Q2 2026 in Review

Clarus Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 4.3% in Q2 2026, selling an estimated $118K and leaving 23,981 shares worth $2.77M. The position accounts for 1.07% of the portfolio, ranked #26.

Clarus Wealth Advisors first reported a position in SLYG in Q1 2019 and has held it in 19 quarters since. The position peaked at $11.8M in Q3 2021. 84 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Clarus Wealth Advisors held 23,981 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.77M as of Q2 2026.
Clarus Wealth Advisors sold 1,090 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $118K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 1.07% of Clarus Wealth Advisors's portfolio in Q2 2026, its #26 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 19 quarters since.
Clarus Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $11.8M in Q3 2021.
84 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Clarus Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.