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

Connecticut Wealth Management’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	$1.03M	Sell	8,676 -154	-2%	-$16.7K	0.04%	161
2026 Q1	$853K	Sell	8,830 -965	-10%	-$95.6K	0.04%	176
2025 Q4	$923K	Sell	9,795 -933	-9%	-$88.1K	0.04%	163
2025 Q3	$1.01M	Sell	10,728 -3,452	-24%	-$318K	0.04%	157
2025 Q2	$1.26M	Sell	14,180 -173	-1%	-$14.5K	0.06%	131
2025 Q1	$1.19M	Buy	+14,353	New	+$1.28M	0.06%	131
2024 Q4	–	Sell	-14,487	Closed	-$1.35M	–	303
2024 Q3	$1.35M	Sell	14,487 -275	-2%	-$24.8K	0.07%	131
2024 Q2	$1.27M	Hold	14,762	–	–	0.07%	130
2024 Q1	$1.29M	Sell	14,762 -327	-2%	-$27.3K	0.07%	122
2023 Q4	$1.26M	Sell	15,089 -27,780	-65%	-$2.08M	0.07%	122
2023 Q3	$3.14M	Sell	42,869 -440	-1%	-$33.9K	0.21%	59
2023 Q2	$3.33M	Sell	43,309 -27,373	-39%	-$2M	0.23%	56
2023 Q1	$5.21M	Sell	70,682 -11,425	-14%	-$862K	0.39%	45
2022 Q4	$5.93M	Sell	82,107 -72	-0.1%	-$5.3K	0.5%	38
2022 Q3	$5.6M	Sell	82,179 -721	-0.9%	-$54.1K	0.52%	36
2022 Q2	$5.84M	Sell	82,900 -225	-0.3%	-$17.1K	0.51%	34
2022 Q1	$6.97M	Sell	83,125 -74	-0.1%	-$6.24K	0.53%	34
2021 Q4	$7.72M	Sell	83,199 -2,212	-3%	-$202K	0.6%	32
2021 Q3	$7.44M	Sell	85,411 -1,605	-2%	-$142K	0.65%	31
2021 Q2	$7.72M	Sell	87,016 -73,164	-46%	-$6.38M	0.68%	31
2021 Q1	$14.5M	Buy	+160,180	New	+$13.6M	1.32%	16
2020 Q4	–	Sell	-94,501	Closed	-$5.58M	–	210
2020 Q3	$5.58M	Buy	+94,501	New	+$5.65M	0.62%	32
2020 Q2	–	Sell	-99,389	Closed	-$4.59M	–	150
2020 Q1	$4.59M	Sell	99,389 -19,952	-17%	-$1.18M	0.69%	31
2019 Q4	$7.7M	Sell	119,341 -6,038	-5%	-$373K	0.85%	28
2019 Q3	$7.47M	Buy	125,379 +11,310	+10%	+$682K	0.92%	24
2019 Q2	$6.95M	Buy	+114,069	New	+$6.86M	0.86%	26

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

Connecticut Wealth Management's SLYG Position: Q2 2026 in Review

Connecticut Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.7% in Q2 2026, selling an estimated $16.7K and leaving 8,676 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #161.

Connecticut Wealth Management first reported a position in SLYG in Q2 2019 and has held it in 26 quarters since. The position peaked at $14.5M in Q1 2021. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Connecticut Wealth Management held 8,676 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.03M as of Q2 2026.
Connecticut Wealth Management sold 154 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $16.7K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.04% of Connecticut Wealth Management's portfolio in Q2 2026, its #161 holding.
Connecticut Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2019 and has held it in 26 quarters since.
Connecticut Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $14.5M in Q1 2021.
558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.