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

Copia 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 		$3.6M Buy
30,213
+1,163
+4% +$126K 2.16% 10
2026
Q1 		$2.81M Buy
29,050
+3,528
+14% +$350K 1.93% 14
2025
Q4 		$2.4M Buy
25,522
+1,058
+4% +$99.9K 1.72% 16
2025
Q3 		$2.31M Buy
24,464
+1,741
+8% +$160K 1.71% 17
2025
Q2 		$2.02M Buy
22,723
+1,792
+9% +$150K 1.7% 15
2025
Q1 		$1.74M Buy
20,931
+1,196
+6% +$107K 1.61% 17
2024
Q4 		$1.78M Buy
+19,735
New +$1.87M 1.7% 16

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

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

Copia Wealth Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 4% in Q2 2026, buying an estimated $126K and bringing the position to 30,213 shares worth $3.6M. The position accounts for 2.16% of the portfolio, ranked #10.

Copia Wealth Management first reported a position in SLYG in Q4 2024 and has held it in 7 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Copia Wealth Management held 30,213 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.6M as of Q2 2026.
  • Copia Wealth Management bought 1,163 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $126K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 2.16% of Copia Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Copia Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2024 and has held it in 7 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 Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.