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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
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 $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

ERTS Wealth Advisors's SLYG Position: Q1 2026 in Review

ERTS Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 52% in Q1 2026, selling an estimated $6.58M and leaving 60,482 shares worth $5.84M. The position accounts for 1.86% of the portfolio, ranked #13.

ERTS Wealth Advisors first reported a position in SLYG in Q1 2020 and has held it in 25 quarters since. The position peaked at $21.1M in Q3 2024. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • ERTS Wealth Advisors held 60,482 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $5.84M as of Q1 2026.
  • ERTS Wealth Advisors sold 66,433 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $6.58M.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.86% of ERTS Wealth Advisors's portfolio in Q1 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 25 quarters since.
  • ERTS Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $21.1M in Q3 2024.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on ERTS Wealth Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.