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

Forbes Financial Planning’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 		$3.09M Sell
25,977
-278
-1% -$30.1K 1.66% 17
2026
Q1 		$2.54M Sell
26,255
-754
-3% -$74.7K 1.47% 17
2025
Q4 		$2.54M Sell
27,009
-71,506
-73% -$6.75M 1.49% 17
2025
Q3 		$9.37M Buy
98,515
+1,740
+2% +$160K 6.2% 6
2025
Q2 		$8.59M Sell
96,775
-7,530
-7% -$630K 5.8% 6
2025
Q1 		$8.66M Sell
104,305
-1,505
-1% -$134K 6.41% 3
2024
Q4 		$9.56M Sell
105,810
-77
-0.1% -$7.28K 4.63% 2
2024
Q3 		$9.86M Buy
105,887
+1,835
+2% +$165K 7.1% 3
2024
Q2 		$8.93M Buy
104,052
+2,772
+3% +$237K 7.02% 3
2024
Q1 		$8.83M Buy
101,280
+133
+0.1% +$11.1K 7.6% 3
2023
Q4 		$8.46M Buy
101,147
+3,072
+3% +$230K 7.88% 3
2023
Q3 		$7.19M Buy
98,075
+851
+0.9% +$65.6K 7.7% 3
2023
Q2 		$7.48M Sell
97,224
-161
-0.2% -$11.8K 7.22% 4
2023
Q1 		$7.18M Buy
97,385
+24,463
+34% +$1.85M 7.06% 4
2022
Q4 		$4.97M Hold
72,922
– – 7.23% 6
2022
Q3 		$4.97M Buy
72,922
+6,012
+9% +$451K 7.23% 6
2022
Q2 		$4.71M Buy
+66,910
New +$5.08M 6.75% 7

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RA
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
CF
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
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

Forbes Financial Planning's SLYG Position: Q2 2026 in Review

Forbes Financial Planning reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.1% in Q2 2026, selling an estimated $30.1K and leaving 25,977 shares worth $3.09M. The position accounts for 1.66% of the portfolio, ranked #17.

Forbes Financial Planning first reported a position in SLYG in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.86M in Q3 2024. 353 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Forbes Financial Planning held 25,977 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.09M as of Q2 2026.
  • Forbes Financial Planning sold 278 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $30.1K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.66% of Forbes Financial Planning's portfolio in Q2 2026, its #17 holding.
  • Forbes Financial Planning first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Forbes Financial Planning's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $9.86M in Q3 2024.
  • 353 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.