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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Financial Perspectives's SLYG Position: Q1 2026 in Review

Financial Perspectives held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q1 2026 at 961 shares worth $92.9K. The position accounts for 0.03% of the portfolio, ranked #237.

Financial Perspectives first reported a position in SLYG in Q1 2022 and has held it in 17 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Financial Perspectives held 961 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $92.9K as of Q1 2026.
  • Financial Perspectives left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.03% of Financial Perspectives's portfolio in Q1 2026, its #237 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 17 quarters since.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.