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

Corient Private Wealth’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 		$4.58M Sell
38,475
-6,488
-14% -$702K 0.01% 938
2026
Q1 		$4.34M Sell
44,963
-1,611
-3% -$160K 0.01% 906
2025
Q4 		$4.39M Buy
46,574
+43,871
+1,623% +$4.14M 0.01% 820
2025
Q3 		$255K Sell
2,703
-506
-16% -$46.6K ﹤0.01% 2217
2025
Q2 		$285K Sell
3,209
-61
-2% -$5.1K ﹤0.01% 2021
2025
Q1 		$271K Sell
3,270
-1,167
-26% -$104K ﹤0.01% 1907
2024
Q4 		$401K Sell
4,437
-37,507
-89% -$3.55M ﹤0.01% 1734
2024
Q3 		$3.91M Sell
41,944
-1,238
-3% -$112K 0.01% 826
2024
Q2 		$3.68M Sell
43,182
-227
-0.5% -$19.4K 0.01% 799
2024
Q1 		$3.79M Sell
43,409
-281
-0.6% -$23.4K 0.01% 788
2023
Q4 		$3.65M Buy
43,690
+40,344
+1,206% +$3.03M 0.01% 787
2023
Q3 		$245K Buy
+3,346
New +$258K ﹤0.01% 1834

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

Corient Private Wealth's SLYG Position: Q2 2026 in Review

Corient Private Wealth reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 14% in Q2 2026, selling an estimated $702K and leaving 38,475 shares worth $4.58M. The position accounts for 0.01% of the portfolio, ranked #938.

Corient Private Wealth first reported a position in SLYG in Q3 2023 and has held it in 12 quarters since. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Corient Private Wealth held 38,475 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $4.58M as of Q2 2026.
  • Corient Private Wealth sold 6,488 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $702K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #938 holding.
  • Corient Private Wealth first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.