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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
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
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

Foster Victor Wealth Advisors's SLYG Position: Q1 2026 in Review

Foster Victor Wealth Advisors held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q1 2026 at 6,666 shares worth $695K. The position accounts for 0.04% of the portfolio, ranked #145.

Foster Victor Wealth Advisors first reported a position in SLYG in Q4 2018 and has held it in 27 quarters since. The position peaked at $1.14M in Q4 2021. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Foster Victor Wealth Advisors held 6,666 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $695K as of Q1 2026.
  • Foster Victor Wealth Advisors left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.04% of Foster Victor Wealth Advisors's portfolio in Q1 2026, its #145 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 27 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.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.