EFS
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Essex Financial Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Essex Financial Services’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 		$565K Hold
4,745
– – 0.03% 448
2026
Q1 		$458K Hold
4,745
– – 0.03% 478
2025
Q4 		$447K Sell
4,745
-115
-2% -$10.9K 0.03% 472
2025
Q3 		$458K Sell
4,860
-11
-0.2% -$1.01K 0.03% 443
2025
Q2 		$432K Sell
4,871
-27
-0.6% -$2.26K 0.03% 442
2025
Q1 		$407K Buy
4,898
+1
+0% +$89 0.03% 427
2024
Q4 		$442K Hold
4,897
– – 0.03% 401
2024
Q3 		$449K Hold
4,897
– – 0.03% 401
2024
Q2 		$430K Buy
4,897
+328
+7% +$28K 0.03% 398
2024
Q1 		$399K Sell
4,569
-199
-4% -$16.6K 0.04% 369
2023
Q4 		$399K Buy
4,768
+37
+0.8% +$2.78K 0.04% 343
2023
Q3 		$347K Buy
4,731
+144
+3% +$11.1K 0.04% 350
2023
Q2 		$353K Buy
4,587
+200
+5% +$14.6K 0.04% 335
2023
Q1 		$324K Buy
4,387
+1
+0% +$75 0.03% 362
2022
Q4 		$316K Sell
4,386
-1,688
-28% -$124K 0.03% 350
2022
Q3 		$414K Buy
6,074
+213
+4% +$16K 0.05% 287
2022
Q2 		$413K Sell
5,861
-129
-2% -$9.79K 0.05% 306
2022
Q1 		$502K Sell
5,990
-16
-0.3% -$1.35K 0.05% 291
2021
Q4 		$557K Buy
6,006
+152
+3% +$13.9K 0.06% 265
2021
Q3 		$510K Buy
5,854
+1,884
+47% +$166K 0.06% 264
2021
Q2 		$341K Hold
3,970
– – 0.05% 297
2021
Q1 		$341K Buy
+3,970
New +$338K 0.06% 242

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Essex Financial Services's SLYG Position: Q2 2026 in Review

Essex Financial Services held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2026 at 4,745 shares worth $565K. The position accounts for 0.03% of the portfolio, ranked #448.

Essex Financial Services first reported a position in SLYG in Q1 2021 and has held it in 22 quarters since. 452 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Essex Financial Services held 4,745 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $565K as of Q2 2026.
  • Essex Financial Services left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.03% of Essex Financial Services's portfolio in Q2 2026, its #448 holding.
  • Essex Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 452 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.