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

EP Wealth 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	$7.09M	Buy	59,507 +55,893	+1,547%	+$6.05M	0.03%	325
2026 Q1	$349K	Sell	3,614 -625	-15%	-$61.9K	﹤0.01%	1079
2025 Q4	$399K	Buy	+4,239	New	+$400K	﹤0.01%	979
2025 Q2	$390K	Sell	4,392 -1,054	-19%	-$88.1K	﹤0.01%	894
2025 Q1	$452K	Buy	5,446 +2,148	+65%	+$192K	﹤0.01%	742
2024 Q4	$298K	Sell	3,298 -239	-7%	-$22.6K	﹤0.01%	876
2024 Q3	$329K	Buy	3,537 +1,233	+54%	+$111K	﹤0.01%	822
2024 Q2	$198K	Sell	2,304 -35	-1%	-$2.99K	﹤0.01%	761
2024 Q1	$204K	Sell	2,339 -764	-25%	-$63.7K	﹤0.01%	731
2023 Q4	$259K	Buy	3,103 +846	+37%	+$63.5K	﹤0.01%	661
2023 Q3	$165K	Buy	+2,257	New	+$174K	﹤0.01%	687
2023 Q1	–	Sell	-3,527	Closed	-$255K	–	698
2022 Q4	$255K	Buy	+3,527	New	+$260K	﹤0.01%	499
2022 Q3	–	Sell	-4,348	Closed	-$307K	–	589
2022 Q2	$307K	Buy	4,348 +63	+1%	+$4.78K	0.01%	475
2022 Q1	$359K	Buy	4,285 +26	+0.6%	+$2.19K	0.01%	452
2021 Q4	$395K	Buy	4,259 +11	+0.3%	+$1K	0.01%	404
2021 Q3	$370K	Sell	4,248 -252	-6%	-$22.2K	0.01%	387
2021 Q2	$400K	Hold	4,500	–	–	0.01%	381
2021 Q1	$386K	Buy	4,500 +2,770	+160%	+$236K	0.01%	363
2020 Q4	$132K	Buy	+1,730	New	+$118K	﹤0.01%	435
2019 Q2	–	Sell	-5,354	Closed	-$320K	–	339
2019 Q1	$320K	Buy	5,354 +1,544	+41%	+$91.2K	0.03%	200
2018 Q4	$206K	Hold	3,810	–	–	0.02%	247
2018 Q3	$257K	Buy	+3,810	New	+$256K	0.02%	237
2014 Q1	–	Sell	-15,036	Closed	-$673K	–	135
2013 Q4	$673K	Sell	15,036 -3,736	-20%	-$160K	0.17%	59
2013 Q3	$764K	Buy	+18,772	New	+$736K	0.24%	43

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

EP Wealth Advisors's SLYG Position: Q2 2026 in Review

EP Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1,547% in Q2 2026, buying an estimated $6.05M and bringing the position to 59,507 shares worth $7.09M. The position accounts for 0.03% of the portfolio, ranked #325.

EP Wealth Advisors first reported a position in SLYG in Q3 2013 and has held it in 24 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

EP Wealth Advisors held 59,507 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $7.09M as of Q2 2026.
EP Wealth Advisors bought 55,893 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $6.05M.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.03% of EP Wealth Advisors's portfolio in Q2 2026, its #325 holding.
EP Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2013 and has held it in 24 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.