Gladstone Institutional Advisory’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Gladstone Institutional Advisory’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	$3.49M	Buy	36,079 +4,821	+15%	+$478K	0.13%	177
2025 Q4	$2.94M	Buy	31,258 +2,505	+9%	+$236K	0.11%	200
2025 Q3	$2.71M	Buy	28,753 +2,385	+9%	+$219K	0.1%	198
2025 Q2	$2.34M	Buy	26,368 +2,165	+9%	+$181K	0.1%	214
2025 Q1	$2.01M	Buy	24,203 +166	+0.7%	+$14.8K	0.09%	229
2024 Q4	$2.17M	Sell	24,037 -1,527	-6%	-$144K	0.1%	212
2024 Q3	$2.38M	Sell	25,564 -301	-1%	-$27.1K	0.12%	198
2024 Q2	$2.22M	Sell	25,865 -1,315	-5%	-$112K	0.12%	209
2024 Q1	$2.37M	Sell	27,180 -477	-2%	-$39.8K	0.13%	189
2023 Q4	$2.31M	Buy	27,657 +515	+2%	+$38.6K	0.13%	191
2023 Q3	$1.99M	Buy	27,142 +1,871	+7%	+$144K	0.13%	182
2023 Q2	$1.94M	Buy	25,271 +48	+0.2%	+$3.51K	0.12%	200
2023 Q1	$1.86M	Sell	25,223 -565	-2%	-$42.6K	0.12%	202
2022 Q4	$1.86M	Sell	25,788 -165	-0.6%	-$12.1K	0.13%	194
2022 Q3	$1.77M	Buy	25,953 +4,279	+20%	+$321K	0.14%	182
2022 Q2	$1.53M	Sell	21,674 -101	-0.5%	-$7.67K	0.12%	194
2022 Q1	$1.82M	Buy	21,775 +1,130	+5%	+$95.3K	0.12%	197
2021 Q4	$1.92M	Buy	20,645 +822	+4%	+$74.9K	0.15%	186
2021 Q3	$1.73M	Buy	19,823 +234	+1%	+$20.6K	0.17%	159
2021 Q2	$1.74M	Buy	19,589 +287	+1%	+$25K	0.21%	121
2021 Q1	$1.66M	Buy	19,302 +112	+0.6%	+$9.52K	0.26%	97
2020 Q4	$1.47M	Buy	19,190 +548	+3%	+$37.4K	0.29%	78
2020 Q3	$1.1M	Sell	18,642 -19,747	-51%	-$1.18M	0.26%	87
2020 Q2	$2.18M	Sell	38,389 -19,945	-34%	-$1.04M	0.55%	42
2020 Q1	$2.69M	Buy	58,334 +17,722	+44%	+$1.05M	0.7%	33
2019 Q4	$2.62M	Buy	40,612 +1,261	+3%	+$77.8K	0.64%	41
2019 Q3	$2.35M	Buy	39,351 +641	+2%	+$38.7K	0.6%	42
2019 Q2	$2.36M	Buy	38,710 +4,398	+13%	+$264K	0.72%	35
2019 Q1	$2.05M	Buy	+34,312	New	+$2.03M	0.75%	33

Other funds holding SLYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Gladstone Institutional Advisory's SLYG Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 15% in Q1 2026, buying an estimated $478K and bringing the position to 36,079 shares worth $3.49M. The position accounts for 0.13% of the portfolio, ranked #177.

Gladstone Institutional Advisory first reported a position in SLYG in Q1 2019 and has held it in 29 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

Gladstone Institutional Advisory held 36,079 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.49M as of Q1 2026.
Gladstone Institutional Advisory bought 4,821 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $478K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.13% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #177 holding.
Gladstone Institutional Advisory first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.