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Glass Jacobson Investment Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Glass Jacobson Investment Advisors’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 		$214K Sell
2,218
-34
-2% -$3.37K 0.07% 181
2025
Q4 		$212K Sell
2,252
-10
-0.4% -$944 0.08% 177
2025
Q3 		$213K Buy
2,262
+276
+14% +$25.4K 0.08% 178
2025
Q2 		$176K Buy
1,986
+14
+0.7% +$1.17K 0.07% 187
2025
Q1 		$178K Hold
1,972
– – 0.06% 243
2024
Q4 		$178K Buy
1,972
+276
+16% +$26.1K 0.06% 243
2024
Q3 		$158K Buy
1,696
+286
+20% +$25.8K 0.05% 240
2024
Q2 		$121K Buy
1,410
+410
+41% +$35K 0.04% 252
2024
Q1 		$87.2K Hold
1,000
– – 0.03% 291
2023
Q4 		$83.6K Hold
1,000
– – 0.03% 287
2023
Q3 		$73.3K Hold
1,000
– – 0.03% 294
2023
Q2 		$77K Buy
+1,000
New +$73.1K 0.04% 290
2022
Q4 		$72.2K Buy
+1,000
New +$73.6K 0.04% 300

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 $1.1B AUM 20.77% 1-Year Est. Return

Glass Jacobson Investment Advisors's SLYG Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.5% in Q1 2026, selling an estimated $3.37K and leaving 2,218 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #181.

Glass Jacobson Investment Advisors first reported a position in SLYG in Q4 2022 and has held it in 13 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Glass Jacobson Investment Advisors held 2,218 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $214K as of Q1 2026.
  • Glass Jacobson Investment Advisors sold 34 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $3.37K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.07% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #181 holding.
  • Glass Jacobson Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 13 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 Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.