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 Q3	$6.38M	Sell	59,634 -811	-1%	-$92.7K	1.88%	13
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

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

ERTS Wealth Advisors's SLYG Position: Q3 2026 in Review

ERTS Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.3% in Q3 2026, selling an estimated $92.7K and leaving 59,634 shares worth $6.38M. The position accounts for 1.88% of the portfolio, ranked #13.

ERTS Wealth Advisors first reported a position in SLYG in Q1 2020 and has held it in 27 quarters since. The position peaked at $21.1M in Q3 2024. 193 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

ERTS Wealth Advisors held 59,634 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $6.38M as of Q3 2026.
ERTS Wealth Advisors sold 811 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $92.7K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 1.88% of ERTS Wealth Advisors's portfolio in Q3 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 27 quarters since.
ERTS Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $21.1M in Q3 2024.
193 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on ERTS Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.