Goldstone Financial Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Goldstone Financial Group’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	$3.17M	Sell	26,606 -1,534	-5%	-$166K	0.29%	67
2026 Q1	$2.72M	Sell	28,140 -19,379	-41%	-$1.92M	0.29%	64
2025 Q4	$4.48M	Buy	47,519 +446	+0.9%	+$42.1K	0.5%	48
2025 Q3	$4.44M	Buy	47,073 +1,482	+3%	+$136K	0.53%	45
2025 Q2	$4.14M	Sell	45,591 -1,904	-4%	-$159K	0.55%	44
2025 Q1	$3.94M	Sell	47,495 -2,112	-4%	-$189K	0.6%	39
2024 Q4	$4.48M	Buy	49,607 +13,610	+38%	+$1.29M	0.7%	37
2024 Q3	$3.35M	Buy	35,997 +5,054	+16%	+$455K	0.58%	40
2024 Q2	$2.66M	Buy	30,943 +5,928	+24%	+$507K	0.53%	44
2024 Q1	$2.18M	Buy	25,015 +5,761	+30%	+$480K	0.5%	43
2023 Q4	$1.61M	Buy	19,254 +6,275	+48%	+$471K	0.42%	45
2023 Q3	$951K	Buy	12,979 +1,129	+10%	+$87K	0.28%	71
2023 Q2	$912K	Buy	11,850 +2,460	+26%	+$180K	0.27%	68
2023 Q1	$693K	Buy	+9,390	New	+$708K	0.23%	74

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Goldstone Financial Group's SLYG Position: Q2 2026 in Review

Goldstone Financial Group reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 5.5% in Q2 2026, selling an estimated $166K and leaving 26,606 shares worth $3.17M. The position accounts for 0.29% of the portfolio, ranked #67.

Goldstone Financial Group first reported a position in SLYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.48M in Q4 2024. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Goldstone Financial Group held 26,606 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.17M as of Q2 2026.
Goldstone Financial Group sold 1,534 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $166K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.29% of Goldstone Financial Group's portfolio in Q2 2026, its #67 holding.
Goldstone Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Goldstone Financial Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $4.48M in Q4 2024.
556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.