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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$236K Buy
+1,983
New +$215K 0.02% 218
2025
Q4
Sell
-59
Closed -$5.56K 532
2025
Q3
$5.56K Buy
+59
New +$5.43K ﹤0.01% 412

Other funds holding SLYG

Heartwood Wealth Advisors's SLYG Position: Q2 2026 in Review

Heartwood Wealth Advisors opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2026: 1,983 shares worth $236K. The stake represents 0.02% of the portfolio and ranks #218 among its holdings. This is a return to the name: Heartwood Wealth Advisors previously reported a position in SLYG as recently as Q3 2025.

Heartwood Wealth Advisors first reported a position in SLYG in Q3 2025 and has held it in 2 quarters since. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Heartwood Wealth Advisors held 1,983 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $236K as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF was a new Heartwood Wealth Advisors position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • Heartwood Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2025 and has held it in 2 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 Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.