PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$32.3K	Hold	270	–	–	0.01%	367
2026 Q1	$26.2K	Hold	270	–	–	0.01%	353
2025 Q4	$25.5K	Hold	270	–	–	0.01%	363
2025 Q3	$25.5K	Hold	270	–	–	0.01%	346
2025 Q2	$24K	Hold	270	–	–	0.01%	320
2025 Q1	$22.5K	Hold	270	–	–	0.01%	326
2024 Q4	$24.5K	Hold	270	–	–	0.01%	324
2024 Q3	$25.2K	Hold	270	–	–	0.01%	270
2024 Q2	$23.3K	Hold	270	–	–	0.01%	251
2024 Q1	$23.6K	Hold	270	–	–	0.02%	241
2023 Q4	$22.7K	Buy	+270	New	+$20.3K	0.01%	223

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

PLFA

Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SLYG Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2026 at 270 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #367.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SLYG in Q4 2023 and has held it in 11 quarters since. 353 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 270 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $32.3K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #367 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
353 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.