GSWM
SLYG icon

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

Golden State Wealth 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 		$94.5K Sell
793
-693
-47% -$75K 0.01% 589
2026
Q1 		$144K Buy
1,486
+228
+18% +$22.6K 0.02% 434
2025
Q4 		$119K Buy
1,258
+626
+99% +$59.1K 0.01% 487
2025
Q3 		$59.6K Buy
632
+608
+2,533% +$55.9K 0.01% 629
2025
Q2 		$2.13K Buy
24
+8
+50% +$669 ﹤0.01% 1350
2025
Q1 		$1.33K Sell
16
-101
-86% -$9.02K ﹤0.01% 1385
2024
Q4 		$10.6K Buy
+117
New +$11.1K ﹤0.01% 950

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

Golden State Wealth Management's SLYG Position: Q2 2026 in Review

Golden State Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 47% in Q2 2026, selling an estimated $75K and leaving 793 shares worth $94.5K. The position accounts for 0.01% of the portfolio, ranked #589.

Golden State Wealth Management first reported a position in SLYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $144K in Q1 2026. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Golden State Wealth Management held 793 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $94.5K as of Q2 2026.
  • Golden State Wealth Management sold 693 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $75K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #589 holding.
  • Golden State Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $144K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.