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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
Q2 		$467K Buy
3,919
+947
+32% +$102K ﹤0.01% 1139
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 $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 $1.62B AUM 25.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HB Wealth Management's SLYG Position: Q2 2026 in Review

HB Wealth Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 32% in Q2 2026, buying an estimated $102K and bringing the position to 3,919 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

HB Wealth Management first reported a position in SLYG in Q3 2024 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • HB Wealth Management held 3,919 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $467K as of Q2 2026.
  • HB Wealth Management bought 947 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $102K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1139 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 8 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.