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Grey Fox Wealth Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Grey Fox Wealth 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
Q2 		$21.4M Buy
179,787
+2,911
+2% +$315K 3.36% 8
2026
Q1 		$17.1M Buy
176,876
+6,091
+4% +$604K 3.3% 8
2025
Q4 		$16.1M Buy
170,785
+6,580
+4% +$621K 3.29% 8
2025
Q3 		$15.5M Buy
164,205
+10,273
+7% +$945K 3.16% 7
2025
Q2 		$13.7M Buy
153,932
+8,793
+6% +$735K 3.26% 8
2025
Q1 		$12M Buy
145,139
+3,358
+2% +$300K 3.21% 8
2024
Q4 		$12.8M Buy
141,781
+4,361
+3% +$412K 3.51% 8
2024
Q3 		$12.8M Buy
137,420
+34,834
+34% +$3.14M 3.57% 8
2024
Q2 		$8.81M Buy
102,586
+8,103
+9% +$692K 3.1% 8
2024
Q1 		$8.24M Buy
94,483
+9,036
+11% +$753K 3.1% 8
2023
Q4 		$7.15M Buy
85,447
+9,655
+13% +$724K 3.11% 8
2023
Q3 		$5.55M Buy
75,792
+59,878
+376% +$4.62M 2.78% 9
2023
Q2 		$1.22M Sell
15,914
-370
-2% -$27K 0.63% 34
2023
Q1 		$1.2M Buy
16,284
+1,877
+13% +$142K 0.71% 32
2022
Q4 		$1.04M Buy
+14,407
New +$1.06M 0.69% 32

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

Grey Fox Wealth Advisors's SLYG Position: Q2 2026 in Review

Grey Fox Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.6% in Q2 2026, buying an estimated $315K and bringing the position to 179,787 shares worth $21.4M. The position accounts for 3.36% of the portfolio, ranked #8.

Grey Fox Wealth Advisors first reported a position in SLYG in Q4 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Grey Fox Wealth Advisors held 179,787 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $21.4M as of Q2 2026.
  • Grey Fox Wealth Advisors bought 2,911 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $315K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 3.36% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #8 holding.
  • Grey Fox Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.