FWM
SLYG icon

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

Fingerlakes Wealth Management’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 		$429K Sell
4,438
-290
-6% -$28.7K 0.28% 68
2025
Q4 		$445K Sell
4,728
-326
-6% -$30.8K 0.28% 64
2025
Q3 		$477K Sell
5,054
-83
-2% -$7.64K 0.31% 62
2025
Q2 		$456K Sell
5,137
-104
-2% -$8.7K 0.34% 62
2025
Q1 		$435K Sell
5,241
-49
-0.9% -$4.37K 0.37% 58
2024
Q4 		$478K Sell
5,290
-99
-2% -$9.36K 0.39% 56
2024
Q3 		$502K Buy
5,389
+17
+0.3% +$1.53K 0.42% 56
2024
Q2 		$461K Buy
5,372
+16
+0.3% +$1.37K 0.41% 56
2024
Q1 		$467K Buy
5,356
+11
+0.2% +$917 0.45% 58
2023
Q4 		$447K Buy
5,345
+17
+0.3% +$1.27K 0.48% 54
2023
Q3 		$390K Buy
5,328
+17
+0.3% +$1.31K 0.48% 57
2023
Q2 		$409K Buy
5,311
+19
+0.4% +$1.39K 0.47% 58
2023
Q1 		$390K Buy
5,292
+15
+0.3% +$1.13K 0.49% 59
2022
Q4 		$381K Buy
5,277
+20
+0.4% +$1.47K 0.52% 60
2022
Q3 		$358K Sell
5,257
-686
-12% -$51.5K 0.52% 59
2022
Q2 		$419K Buy
5,943
+42
+0.7% +$3.19K 0.57% 54
2022
Q1 		$495K Buy
5,901
+122
+2% +$10.3K 0.58% 50
2021
Q4 		$536K Buy
+5,779
New +$527K 0.6% 46

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

Fingerlakes Wealth Management's SLYG Position: Q1 2026 in Review

Fingerlakes Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 6.1% in Q1 2026, selling an estimated $28.7K and leaving 4,438 shares worth $429K. The position accounts for 0.28% of the portfolio, ranked #68.

Fingerlakes Wealth Management first reported a position in SLYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $536K in Q4 2021. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Fingerlakes Wealth Management held 4,438 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $429K as of Q1 2026.
  • Fingerlakes Wealth Management sold 290 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $28.7K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.28% of Fingerlakes Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Fingerlakes Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Fingerlakes Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $536K in Q4 2021.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.