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Dynamic Financial Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Dynamic Financial Group’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
Q1 		$2.15M Buy
22,304
+1,896
+9% +$188K 1.76% 10
2025
Q4 		$1.92M Buy
20,408
+843
+4% +$79.6K 1.64% 9
2025
Q3 		$1.85M Buy
19,565
+701
+4% +$64.5K 1.6% 8
2025
Q2 		$1.67M Buy
18,864
+3,395
+22% +$284K 1.61% 7
2025
Q1 		$1.28M Buy
15,469
+3,601
+30% +$321K 1.29% 9
2024
Q4 		$1.07M Buy
+11,868
New +$1.12M 1.09% 11

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Dynamic Financial Group's SLYG Position: Q1 2026 in Review

Dynamic Financial Group increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 9.3% in Q1 2026, buying an estimated $188K and bringing the position to 22,304 shares worth $2.15M. The position accounts for 1.76% of the portfolio, ranked #10.

Dynamic Financial Group first reported a position in SLYG in Q4 2024 and has held it in 6 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Dynamic Financial Group held 22,304 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.15M as of Q1 2026.
  • Dynamic Financial Group bought 1,896 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $188K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.76% of Dynamic Financial Group's portfolio in Q1 2026, its #10 holding.
  • Dynamic Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Dynamic Financial Group's 13F filing for Q1 2026, filed 12 May 2026.