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

Financial Perspectives’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	$103K	Sell	868 -93	-10%	-$10.1K	0.03%	239
2026 Q1	$92.9K	Hold	961	–	–	0.03%	237
2025 Q4	$90.5K	Hold	961	–	–	0.02%	235
2025 Q3	$90.6K	Hold	961	–	–	0.03%	245
2025 Q2	$85.3K	Hold	961	–	–	0.03%	242
2025 Q1	$79.8K	Hold	961	–	–	0.03%	239
2024 Q4	$86.8K	Hold	961	–	–	0.03%	238
2024 Q3	$89.5K	Hold	961	–	–	0.03%	222
2024 Q2	$82.5K	Hold	961	–	–	0.03%	222
2024 Q1	$83.8K	Hold	961	–	–	0.03%	223
2023 Q4	$80.4K	Hold	961	–	–	0.03%	224
2023 Q3	$70.4K	Hold	961	–	–	0.03%	226
2023 Q2	$74K	Buy	961 +137	+17%	+$10K	0.03%	226
2023 Q1	$60.8K	Buy	824 +333	+68%	+$25.1K	0.03%	238
2022 Q4	$35.5K	Buy	491 +135	+38%	+$9.94K	0.02%	286
2022 Q3	$24.3K	Buy	356 +73	+26%	+$5.48K	0.01%	320
2022 Q2	$20K	Hold	283	–	–	0.01%	350
2022 Q1	$23.7K	Buy	+283	New	+$23.9K	0.01%	346

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

Financial Perspectives's SLYG Position: Q2 2026 in Review

Financial Perspectives reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 9.7% in Q2 2026, selling an estimated $10.1K and leaving 868 shares worth $103K. The position accounts for 0.03% of the portfolio, ranked #239.

Financial Perspectives first reported a position in SLYG in Q1 2022 and has held it in 18 quarters since. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Financial Perspectives held 868 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $103K as of Q2 2026.
Financial Perspectives sold 93 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $10.1K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.03% of Financial Perspectives's portfolio in Q2 2026, its #239 holding.
Financial Perspectives first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2022 and has held it in 18 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 Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.