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Foundations Investment Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Foundations Investment 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 		$353K Sell
2,966
-87
-3% -$9.41K ﹤0.01% 901
2026
Q1 		$295K Sell
3,053
-85
-3% -$8.42K ﹤0.01% 915
2025
Q4 		$296K Sell
3,138
-472
-13% -$44.6K ﹤0.01% 898
2025
Q3 		$340K Buy
3,610
+520
+17% +$47.9K ﹤0.01% 795
2025
Q2 		$274K Buy
3,090
+555
+22% +$46.4K ﹤0.01% 773
2025
Q1 		$210K Buy
2,535
+46
+2% +$4.11K ﹤0.01% 810
2024
Q4 		$225K Buy
2,489
+59
+2% +$5.58K ﹤0.01% 763
2024
Q3 		$226K Buy
2,430
+20
+0.8% +$1.8K ﹤0.01% 728
2024
Q2 		$207K Sell
2,410
-105
-4% -$8.97K 0.01% 716
2024
Q1 		$219K Buy
2,515
+54
+2% +$4.5K 0.01% 657
2023
Q4 		$203K Sell
2,461
-1,204
-33% -$90.3K 0.01% 641
2023
Q3 		$269K Sell
3,665
-35
-0.9% -$2.7K 0.01% 534
2023
Q2 		$285K Buy
+3,700
New +$270K 0.01% 483

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Foundations Investment Advisors's SLYG Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.8% in Q2 2026, selling an estimated $9.41K and leaving 2,966 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Foundations Investment Advisors first reported a position in SLYG in Q2 2023 and has held it in 13 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Foundations Investment Advisors held 2,966 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $353K as of Q2 2026.
  • Foundations Investment Advisors sold 87 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $9.41K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #901 holding.
  • Foundations Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.