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Everhart Financial Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Everhart Financial Group’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 		$64.2M Buy
538,759
+493,819
+1,099% +$53.4M 4.11% 5
2026
Q1 		$4.34M Buy
44,940
+40,615
+939% +$4.02M 0.37% 38
2025
Q4 		$407K Sell
4,325
-110
-2% -$10.4K 0.04% 286
2025
Q3 		$418K Buy
4,435
+2,068
+87% +$190K 0.04% 270
2025
Q2 		$210K Buy
+2,367
New +$198K 0.02% 328
2025
Q1 		– Sell
-4,776
Closed -$431K – 346
2024
Q4 		$431K Sell
4,776
-268
-5% -$25.3K 0.09% 207
2024
Q3 		$470K Sell
5,044
-39
-0.8% -$3.51K 0.1% 200
2024
Q2 		$436K Sell
5,083
-8
-0.2% -$684 0.11% 176
2024
Q1 		$444K Sell
5,091
-181
-3% -$15.1K 0.13% 164
2023
Q4 		$441K Buy
5,272
+350
+7% +$26.3K 0.16% 132
2023
Q3 		$361K Sell
4,922
-111
-2% -$8.56K 0.15% 129
2023
Q2 		$387K Sell
5,033
-53
-1% -$3.88K 0.16% 122
2023
Q1 		$375K Buy
5,086
+535
+12% +$40.4K 0.17% 113
2022
Q4 		$329K Buy
+4,551
New +$335K 0.17% 110
2022
Q2 		– Sell
-4,348
Closed -$365K – 194
2022
Q1 		$365K Sell
4,348
-43
-1% -$3.63K 0.21% 91
2021
Q4 		$407K Buy
+4,391
New +$400K 0.25% 79

Other funds holding SLYG

GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $160M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Everhart Financial Group's SLYG Position: Q2 2026 in Review

Everhart Financial Group increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1,099% in Q2 2026, buying an estimated $53.4M and bringing the position to 538,759 shares worth $64.2M. The position accounts for 4.11% of the portfolio, ranked #5.

Everhart Financial Group first reported a position in SLYG in Q4 2021 and has held it in 16 quarters since. 84 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Everhart Financial Group held 538,759 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $64.2M as of Q2 2026.
  • Everhart Financial Group bought 493,819 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $53.4M.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 4.11% of Everhart Financial Group's portfolio in Q2 2026, its #5 holding.
  • Everhart Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • 84 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.