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

ERTS 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 		$7.2M Sell
60,445
-37
-0.1% -$4K 2.11% 13
2026
Q1 		$5.84M Sell
60,482
-66,433
-52% -$6.58M 1.86% 13
2025
Q4 		$12M Buy
126,915
+2,772
+2% +$262K 3.75% 11
2025
Q3 		$11.7M Buy
124,143
+3,346
+3% +$308K 3.78% 11
2025
Q2 		$10.7M Sell
120,797
-108,708
-47% -$9.09M 3.7% 12
2025
Q1 		$19M Buy
229,505
+988
+0.4% +$88.2K 3.7% 11
2024
Q4 		$20.6M Buy
228,517
+1,791
+0.8% +$169K 3.9% 11
2024
Q3 		$21.1M Buy
226,726
+3,315
+1% +$299K 3.95% 11
2024
Q2 		$19.2M Buy
223,411
+4,598
+2% +$393K 3.86% 12
2024
Q1 		$19.1M Buy
218,813
+1,252
+0.6% +$104K 3.9% 12
2023
Q4 		$18.2M Buy
217,561
+8,629
+4% +$647K 3.93% 11
2023
Q3 		$15.3M Buy
208,932
+828
+0.4% +$63.8K 3.69% 11
2023
Q2 		$16M Buy
208,104
+10,280
+5% +$752K 3.73% 10
2023
Q1 		$14.6M Buy
197,824
+2,552
+1% +$193K 3.53% 10
2022
Q4 		$14.1M Buy
195,272
+5,117
+3% +$377K 3.66% 10
2022
Q3 		$13M Buy
190,155
+3,253
+2% +$244K 3.63% 12
2022
Q2 		$13.2M Buy
186,902
+4,384
+2% +$333K 3.74% 11
2022
Q1 		$15.3M Buy
182,518
+12,644
+7% +$1.07M 4.28% 11
2021
Q4 		$15.8M Sell
169,874
-257,157
-60% -$23.4M 3.76% 12
2021
Q3 		$15.6M Buy
427,031
+268,460
+169% +$23.7M 4.09% 10
2021
Q2 		$14.1M Sell
158,571
-50,273
-24% -$4.38M 3.81% 11
2021
Q1 		$17.9M Sell
208,844
-12,185
-6% -$1.04M 5.31% 9
2020
Q4 		$16.9M Buy
221,029
+62,325
+39% +$4.25M 5.48% 8
2020
Q3 		$9.37M Buy
158,704
+2,153
+1% +$129K 3.52% 11
2020
Q2 		$8.89M Buy
156,551
+25,007
+19% +$1.3M 3.59% 11
2020
Q1 		$6.08M Buy
+131,544
New +$7.77M 2.94% 13

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

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

ERTS Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.06% in Q2 2026, selling an estimated $4K and leaving 60,445 shares worth $7.2M. The position accounts for 2.11% of the portfolio, ranked #13.

ERTS Wealth Advisors first reported a position in SLYG in Q1 2020 and has held it in 26 quarters since. The position peaked at $21.1M in Q3 2024. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • ERTS Wealth Advisors held 60,445 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $7.2M as of Q2 2026.
  • ERTS Wealth Advisors sold 37 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $4K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 2.11% of ERTS Wealth Advisors's portfolio in Q2 2026, its #13 holding.
  • ERTS Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • ERTS Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $21.1M in Q3 2024.
  • 558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on ERTS Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.