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Clear Retirement Advice’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Clear Retirement Advice’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 		$1.42M Sell
11,909
-103
-0.9% -$11.1K 0.97% 21
2026
Q1 		$1.16M Buy
12,012
+798
+7% +$79.1K 0.91% 21
2025
Q4 		$1.11M Buy
+11,214
New +$1.06M 0.86% 20

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DE
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Clear Retirement Advice's SLYG Position: Q2 2026 in Review

Clear Retirement Advice reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.86% in Q2 2026, selling an estimated $11.1K and leaving 11,909 shares worth $1.42M. The position accounts for 0.97% of the portfolio, ranked #21.

Clear Retirement Advice first reported a position in SLYG in Q4 2025 and has held it in 3 quarters since. 555 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Clear Retirement Advice held 11,909 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.42M as of Q2 2026.
  • Clear Retirement Advice sold 103 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $11.1K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.97% of Clear Retirement Advice's portfolio in Q2 2026, its #21 holding.
  • Clear Retirement Advice first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 555 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Clear Retirement Advice's 13F filing for Q2 2026, filed 15 Jul 2026.