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

Concurrent Investment 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 		$270K Buy
+2,263
New +$245K ﹤0.01% 1757

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

Concurrent Investment Advisors's SLYG Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2026: 2,263 shares worth $270K. The stake represents ﹤0.01% of the portfolio and ranks #1757 among its holdings.

556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Concurrent Investment Advisors held 2,263 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $270K as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1757 holding.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.