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

Clearstead 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	$598K	Buy	5,020 +150	+3%	+$16.2K	0.01%	693
2026 Q1	$471K	Hold	4,870	–	–	﹤0.01%	728
2025 Q4	$459K	Hold	4,870	–	–	0.01%	679
2025 Q3	$459K	Sell	4,870 -165	-3%	-$15.2K	0.01%	655
2025 Q2	$447K	Sell	5,035 -11	-0.2%	-$920	0.01%	637
2025 Q1	$419K	Hold	5,046	–	–	0.01%	628
2024 Q4	$456K	Hold	5,046	–	–	0.01%	606
2024 Q3	$470K	Buy	5,046 +1,107	+28%	+$99.7K	0.01%	592
2024 Q2	$338K	Buy	+3,939	New	+$337K	0.01%	634

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

Clearstead Advisors's SLYG Position: Q2 2026 in Review

Clearstead Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 3.1% in Q2 2026, buying an estimated $16.2K and bringing the position to 5,020 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #693.

Clearstead Advisors first reported a position in SLYG in Q2 2024 and has held it in 9 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Clearstead Advisors held 5,020 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $598K as of Q2 2026.
Clearstead Advisors bought 150 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $16.2K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #693 holding.
Clearstead Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2024 and has held it in 9 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.