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

EverSource 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	$37.2K	Buy	+312	New	+$33.8K	﹤0.01%	1970
2025 Q4	–	Sell	-9	Closed	-$849	–	4427
2025 Q3	$849	Buy	+9	New	+$828	﹤0.01%	3808

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

EverSource Wealth Advisors opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2026: 312 shares worth $37.2K. The stake represents ﹤0.01% of the portfolio and ranks #1970 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in SLYG as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in SLYG in Q3 2025 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

EverSource Wealth Advisors held 312 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $37.2K as of Q2 2026.
State Street SPDR S&P 600 Small Cap Growth ETF was a new EverSource Wealth Advisors position in Q2 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1970 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.