First Heartland Consultants’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

First Heartland Consultants’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	$468K	Sell	3,930 -3	-0.1%	-$325	0.03%	336
2026 Q1	$380K	Sell	3,933 -7	-0.2%	-$694	0.03%	342
2025 Q4	$371K	Buy	3,940 +67	+2%	+$6.32K	0.03%	359
2025 Q3	$365K	Buy	3,873 +4	+0.1%	+$368	0.03%	360
2025 Q2	$343K	Buy	3,869 +4	+0.1%	+$334	0.03%	358
2025 Q1	$321K	Sell	3,865 -75	-2%	-$6.7K	0.03%	332
2024 Q4	$356K	Sell	3,940 -672	-15%	-$63.5K	0.04%	306
2024 Q3	$429K	Buy	4,612 +104	+2%	+$9.37K	0.05%	272
2024 Q2	$287	Sell	4,508 -230	-5%	-$19.7K	0.02%	354
2024 Q1	$413K	Sell	4,738 -94	-2%	-$7.84K	0.04%	280
2023 Q4	$404K	Sell	4,832 -454	-9%	-$34.1K	0.05%	247
2023 Q3	$387K	Sell	5,286 -70	-1%	-$5.4K	0.05%	246
2023 Q2	$412K	Sell	5,356 -5	-0.1%	-$366	0.05%	237
2023 Q1	$395K	Sell	5,361 -117	-2%	-$8.83K	0.06%	234
2022 Q4	$396K	Sell	5,478 -532	-9%	-$39.2K	0.06%	240
2022 Q3	$409	Sell	6,010 -11	-0.2%	-$826	0.04%	210
2022 Q2	$424K	Sell	6,021 -793	-12%	-$60.2K	0.07%	204
2022 Q1	$571K	Sell	6,814 -1,953	-22%	-$165K	0.09%	168
2021 Q4	$813	Sell	8,767 -11,546	-57%	-$1.05M	0.03%	137
2021 Q3	$1.77M	Sell	20,313 -1,949	-9%	-$172K	0.27%	88
2021 Q2	$1.98M	Sell	22,262 -1,302	-6%	-$113K	0.3%	89
2021 Q1	$2.02M	Sell	23,564 -20,682	-47%	-$1.76M	0.32%	84
2020 Q4	$3.38M	Sell	44,246 -838	-2%	-$57.2K	0.56%	44
2020 Q3	$2.66M	Sell	45,084 -425	-0.9%	-$25.4K	0.5%	46
2020 Q2	$2.58M	Buy	45,509 +33,707	+286%	+$1.76M	0.51%	50
2020 Q1	$545K	Sell	11,802 -11,609	-50%	-$685K	0.14%	128
2019 Q4	$1.51M	Sell	23,411 -3,143	-12%	-$194K	0.3%	84
2019 Q3	$1.58M	Sell	26,554 -2,648	-9%	-$160K	0.34%	73
2019 Q2	$1.78M	Buy	29,202 +4,777	+20%	+$287K	0.43%	62
2019 Q1	$1.46M	Sell	24,425 -31,732	-57%	-$1.87M	0.41%	62
2018 Q4	$3.03M	Buy	56,157 +4,792	+9%	+$285K	1.13%	27
2018 Q3	$3.47M	Buy	51,365 +21,746	+73%	+$1.46M	1.08%	26
2018 Q2	$1.87M	Buy	29,619 +24,423	+470%	+$1.5M	0.66%	41
2018 Q1	$302K	Sell	5,196 -11,692	-69%	-$681K	0.09%	210
2017 Q4	$960K	Buy	+16,888	New	+$974K	0.29%	88

Other funds holding SLYG

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

First Heartland Consultants's SLYG Position: Q2 2026 in Review

First Heartland Consultants reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.08% in Q2 2026, selling an estimated $325 and leaving 3,930 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #336.

First Heartland Consultants first reported a position in SLYG in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.47M in Q3 2018. 84 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

First Heartland Consultants held 3,930 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $468K as of Q2 2026.
First Heartland Consultants sold 3 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $325.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.03% of First Heartland Consultants's portfolio in Q2 2026, its #336 holding.
First Heartland Consultants first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
First Heartland Consultants's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.47M in Q3 2018.
84 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.