HWM
SLYG icon

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

HB 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
Q1 		$287K Buy
2,972
+461
+18% +$45.7K ﹤0.01% 1255
2025
Q4 		$237K Sell
2,511
-138
-5% -$13K ﹤0.01% 1262
2025
Q3 		$250K Buy
2,649
+339
+15% +$31.2K ﹤0.01% 1164
2025
Q2 		$205K Sell
2,310
-383
-14% -$32K ﹤0.01% 1094
2025
Q1 		$224K Buy
2,693
+197
+8% +$17.6K ﹤0.01% 1103
2024
Q4 		$226K Buy
2,496
+168
+7% +$15.9K ﹤0.01% 929
2024
Q3 		$217K Buy
+2,328
New +$210K ﹤0.01% 866

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 $982M AUM 15.11% 1-Year Est. Return

HB Wealth Management's SLYG Position: Q1 2026 in Review

HB Wealth Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 18% in Q1 2026, buying an estimated $45.7K and bringing the position to 2,972 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

HB Wealth Management first reported a position in SLYG in Q3 2024 and has held it in 7 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • HB Wealth Management held 2,972 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $287K as of Q1 2026.
  • HB Wealth Management bought 461 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $45.7K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1255 holding.
  • HB Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2024 and has held it in 7 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 HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.