Foster Victor Wealth Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Foster Victor Wealth Advisors’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	$709K	Sell	6,133 -533	-8%	-$57.7K	0.04%	157
2026 Q1	$695K	Hold	6,666	–	–	0.04%	145
2025 Q4	$671K	Sell	6,666 -379	-5%	-$35.8K	0.04%	146
2025 Q3	$669K	Sell	7,045 -22	-0.3%	-$2.02K	0.04%	135
2025 Q2	$641K	Buy	7,067 +12	+0.2%	+$1K	0.04%	129
2025 Q1	$544K	Hold	7,055	–	–	0.04%	130
2024 Q4	$657K	Sell	7,055 -278	-4%	-$26.3K	0.05%	120
2024 Q3	$674K	Sell	7,333 -161	-2%	-$14.5K	0.05%	119
2024 Q2	$704K	Sell	7,494 -368	-5%	-$31.4K	0.06%	117
2024 Q1	$665K	Sell	7,862 -25	-0.3%	-$2.08K	0.06%	108
2023 Q4	$645K	Sell	7,887 -1,850	-19%	-$139K	0.07%	108
2023 Q3	$705K	Sell	9,737 -12	-0.1%	-$925	0.08%	101
2023 Q2	$743K	Sell	9,749 -1,504	-13%	-$110K	0.08%	104
2023 Q1	$812K	Sell	11,253 -289	-3%	-$21.8K	0.1%	96
2022 Q4	$849K	Hold	11,542	–	–	0.11%	93
2022 Q3	$827K	Sell	11,542 -627	-5%	-$47.1K	0.12%	88
2022 Q2	$864K	Sell	12,169 -603	-5%	-$45.8K	0.13%	87
2022 Q1	$1.04M	Hold	12,772	–	–	0.14%	87
2021 Q4	$1.14M	Hold	12,772	–	–	0.16%	92
2021 Q3	$1.11M	Sell	12,772 -52	-0.4%	-$4.59K	0.18%	88
2021 Q2	$1.14M	Hold	12,824	–	–	0.19%	86
2021 Q1	$1.11M	Sell	12,824 -1,596	-11%	-$136K	0.21%	86
2020 Q4	$1.1M	Sell	14,420 -606	-4%	-$41.4K	0.25%	80
2020 Q3	$887K	Sell	15,026 -280	-2%	-$16.7K	0.24%	71
2020 Q2	$869K	Buy	15,306 +252	+2%	+$13.1K	0.29%	62
2020 Q1	$705K	Buy	+15,054	New	+$889K	0.31%	65
2019 Q2	–	Sell	-3,693	Closed	-$220K	–	112
2019 Q1	$220K	Sell	3,693 -820	-18%	-$48.5K	0.17%	84
2018 Q4	$243K	Buy	+4,513	New	+$269K	0.23%	69

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foster Victor Wealth Advisors's SLYG Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 8% in Q2 2026, selling an estimated $57.7K and leaving 6,133 shares worth $709K. The position accounts for 0.04% of the portfolio, ranked #157.

Foster Victor Wealth Advisors first reported a position in SLYG in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.14M in Q4 2021. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Foster Victor Wealth Advisors held 6,133 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $709K as of Q2 2026.
Foster Victor Wealth Advisors sold 533 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $57.7K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.04% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #157 holding.
Foster Victor Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and has held it in 28 quarters since.
Foster Victor Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.14M in Q4 2021.
559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.