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

Grant Private 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	$565K	Sell	4,740 -193	-4%	-$20.9K	0.24%	82
2026 Q1	$477K	Sell	4,933 -1,500	-23%	-$149K	0.25%	84
2025 Q4	$606K	Buy	6,433 +1,500	+30%	+$142K	0.37%	57
2025 Q3	$465K	Buy	+4,933	New	+$454K	0.29%	74
2025 Q2	–	Sell	-4,933	Closed	-$409K	–	131
2025 Q1	$409K	Hold	4,933	–	–	0.44%	62
2024 Q4	$446K	Buy	+4,933	New	+$466K	0.48%	53

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

Grant Private Wealth Management's SLYG Position: Q2 2026 in Review

Grant Private Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 3.9% in Q2 2026, selling an estimated $20.9K and leaving 4,740 shares worth $565K. The position accounts for 0.24% of the portfolio, ranked #82.

Grant Private Wealth Management first reported a position in SLYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $606K in Q4 2025. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Grant Private Wealth Management held 4,740 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $565K as of Q2 2026.
Grant Private Wealth Management sold 193 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $20.9K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.24% of Grant Private Wealth Management's portfolio in Q2 2026, its #82 holding.
Grant Private 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 6 quarters since.
Grant Private Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $606K in Q4 2025.
558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.