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

GEN Financial Management’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 Q3	$2.75M	Sell	25,677 -340	-1%	-$38.9K	1.48%	11
2026 Q2	$3.1M	Sell	26,017 -2,578	-9%	-$279K	1.85%	9
2026 Q1	$2.76M	Sell	28,595 -518	-2%	-$51.3K	1.71%	9
2025 Q4	$2.74M	Sell	29,113 -534	-2%	-$50.4K	1.73%	9
2025 Q3	$2.8M	Sell	29,647 -2,381	-7%	-$219K	2.41%	6
2025 Q2	$2.84M	Buy	32,028 +27,101	+550%	+$2.27M	2.32%	6
2025 Q1	$409K	Buy	+4,927	New	+$440K	0.28%	31

Other funds holding SLYG

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return

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

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

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

GEN Financial Management's SLYG Position: Q3 2026 in Review

GEN Financial Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.3% in Q3 2026, selling an estimated $38.9K and leaving 25,677 shares worth $2.75M. The position accounts for 1.48% of the portfolio, ranked #11.

GEN Financial Management first reported a position in SLYG in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.1M in Q2 2026. 468 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

GEN Financial Management held 25,677 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.75M as of Q3 2026.
GEN Financial Management sold 340 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $38.9K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 1.48% of GEN Financial Management's portfolio in Q3 2026, its #11 holding.
GEN Financial Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
GEN Financial Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.1M in Q2 2026.
468 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on GEN Financial Management's 13F filing for Q3 2026, filed 13 Oct 2026.