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

Financial Strategies 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 		$9.72M Buy
83,841
+1,376
+2% +$149K 1.55% 23
2026
Q1 		$8.83M Buy
82,465
+5,115
+7% +$507K 1.48% 22
2025
Q4 		$7.55M Buy
77,350
+1,761
+2% +$166K 1.37% 25
2025
Q3 		$7.04M Buy
75,589
+2,309
+3% +$212K 1.34% 25
2025
Q2 		$6.64M Buy
73,280
+3,372
+5% +$282K 1.39% 24
2025
Q1 		$5.45M Buy
69,908
+551
+0.8% +$49.2K 1.29% 25
2024
Q4 		$6.2M Sell
69,357
-307
-0.4% -$29K 1.48% 23
2024
Q3 		$6.52M Buy
69,664
+151
+0.2% +$13.6K 1.53% 23
2024
Q2 		$5.91M Sell
69,513
-486
-0.7% -$41.5K 1.49% 23
2024
Q1 		$6.04M Sell
69,999
-3,178
-4% -$265K 1.62% 17
2023
Q4 		$6M Buy
73,177
+213
+0.3% +$16K 1.72% 14
2023
Q3 		$5.36M Buy
72,964
+1,788
+3% +$138K 1.69% 13
2023
Q2 		$5.48M Buy
71,176
+11,778
+20% +$861K 1.75% 14
2023
Q1 		$4.38M Buy
59,398
+2,089
+4% +$158K 1.69% 14
2022
Q4 		$4.14M Buy
57,309
+1,112
+2% +$81.9K 1.72% 15
2022
Q3 		$3.83M Buy
56,197
+1,191
+2% +$89.4K 1.74% 14
2022
Q2 		$3.88M Buy
55,006
+475
+0.9% +$36.1K 1.62% 15
2022
Q1 		$4.57M Buy
54,531
+7,402
+16% +$625K 1.82% 14
2021
Q4 		$4.38M Buy
47,129
+2,495
+6% +$227K 1.78% 14
2021
Q3 		$3.89M Buy
44,634
+2,924
+7% +$258K 1.74% 14
2021
Q2 		$3.7M Buy
41,710
+3,250
+8% +$283K 1.71% 15
2021
Q1 		$3.3M Sell
38,460
-3,849
-9% -$327K 1.71% 15
2020
Q4 		$3.23M Buy
42,309
+2,965
+8% +$202K 1.8% 14
2020
Q3 		$2.32M Buy
39,344
+1,114
+3% +$66.6K 1.56% 15
2020
Q2 		$2.17M Buy
38,230
+3,778
+11% +$197K 1.62% 14
2020
Q1 		$1.59M Buy
34,452
+5,144
+18% +$304K 1.44% 14
2019
Q4 		$1.89M Buy
+29,308
New +$1.81M 1.52% 15

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

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

Financial Strategies Group increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.7% in Q2 2026, buying an estimated $149K and bringing the position to 83,841 shares worth $9.72M. The position accounts for 1.55% of the portfolio, ranked #23.

Financial Strategies Group first reported a position in SLYG in Q4 2019 and has held it in 27 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Financial Strategies Group held 83,841 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $9.72M as of Q2 2026.
  • Financial Strategies Group bought 1,376 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $149K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.55% of Financial Strategies Group's portfolio in Q2 2026, its #23 holding.
  • Financial Strategies Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.