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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
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
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

GEN Financial Management's SLYG Position: Q2 2026 in Review

GEN Financial Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 9% in Q2 2026, selling an estimated $279K and leaving 26,017 shares worth $3.1M. The position accounts for 1.85% of the portfolio, ranked #9.

GEN Financial Management first reported a position in SLYG in Q1 2025 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • GEN Financial Management held 26,017 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.1M as of Q2 2026.
  • GEN Financial Management sold 2,578 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $279K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.85% of GEN Financial Management's portfolio in Q2 2026, its #9 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 6 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.