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Gen-Wealth Partners’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Gen-Wealth Partners’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 		$58.8K Buy
608
+3
+0.5% +$297 0.02% 381
2025
Q4 		$56.9K Buy
605
+8
+1% +$755 0.02% 376
2025
Q3 		$56.3K Buy
597
+4
+0.7% +$368 0.02% 379
2025
Q2 		$52.6K Buy
593
+7
+1% +$585 0.02% 334
2025
Q1 		$48.6K Sell
586
-72
-11% -$6.43K 0.02% 336
2024
Q4 		$59.5K Buy
658
+11
+2% +$1.04K 0.03% 353
2024
Q3 		$59.1K Buy
647
+14
+2% +$1.26K 0.03% 366
2024
Q2 		$54.4K Buy
633
+14
+2% +$1.2K 0.03% 363
2024
Q1 		$54K Buy
+619
New +$51.6K 0.03% 364

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

Gen-Wealth Partners's SLYG Position: Q1 2026 in Review

Gen-Wealth Partners increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.5% in Q1 2026, buying an estimated $297 and bringing the position to 608 shares worth $58.8K. The position accounts for 0.02% of the portfolio, ranked #381.

Gen-Wealth Partners first reported a position in SLYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $59.5K in Q4 2024. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Gen-Wealth Partners held 608 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $58.8K as of Q1 2026.
  • Gen-Wealth Partners bought 3 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $297.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of Gen-Wealth Partners's portfolio in Q1 2026, its #381 holding.
  • Gen-Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $59.5K in Q4 2024.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.