BFC Planning, Inc.’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

BFC Planning, 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	$1.58M	Buy	13,278 +93	+0.7%	+$10.1K	0.06%	287
2026 Q1	$1.27M	Buy	13,185 +293	+2%	+$29K	0.06%	317
2025 Q4	$1.21M	Buy	12,892 +3,456	+37%	+$326K	0.05%	325
2025 Q3	$890K	Buy	9,436 +6	+0.1%	+$552	0.06%	253
2025 Q2	$837K	Sell	9,430 -1,667	-15%	-$139K	0.07%	257
2025 Q1	$921K	Sell	11,097 -401	-3%	-$35.8K	0.08%	214
2024 Q4	$1.04M	Buy	+11,498	New	+$1.09M	0.09%	196

Other funds holding SLYG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 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 $35B AUM 15.18% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

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

BFC Planning, Inc.'s SLYG Position: Q2 2026 in Review

BFC Planning, Inc. increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.71% in Q2 2026, buying an estimated $10.1K and bringing the position to 13,278 shares worth $1.58M. The position accounts for 0.06% of the portfolio, ranked #287.

BFC Planning, Inc. first reported a position in SLYG in Q4 2024 and has held it in 7 quarters since. 562 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

BFC Planning, Inc. held 13,278 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.58M as of Q2 2026.
BFC Planning, Inc. bought 93 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $10.1K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.06% of BFC Planning, Inc.'s portfolio in Q2 2026, its #287 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
562 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.