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

HRC 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 Q3	$8.56M	Buy	80,065 +1,234	+2%	+$141K	3.41%	6
2026 Q2	$9.39M	Buy	78,831 +2,711	+4%	+$293K	3.84%	5
2026 Q1	$7.35M	Buy	76,120 +1,745	+2%	+$173K	3.47%	6
2025 Q4	$7.01M	Buy	74,375 +814	+1%	+$76.8K	3.36%	5
2025 Q3	$6.94M	Buy	73,561 +848	+1%	+$78K	3.38%	5
2025 Q2	$6.45M	Buy	72,713 +2,136	+3%	+$179K	3.44%	6
2025 Q1	$5.86M	Buy	70,577 +448	+0.6%	+$40K	3.64%	6
2024 Q4	$6.34M	Buy	70,129 +7,212	+11%	+$682K	3.76%	5
2024 Q3	$5.86M	Buy	62,917 +1,675	+3%	+$151K	3.78%	5
2024 Q2	$5.26M	Buy	61,242 +4,778	+8%	+$408K	3.6%	5
2024 Q1	$4.93M	Buy	+56,464	New	+$4.71M	3.6%	5

Other funds holding SLYG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

HRC Wealth Management's SLYG Position: Q3 2026 in Review

HRC Wealth Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.6% in Q3 2026, buying an estimated $141K and bringing the position to 80,065 shares worth $8.56M. The position accounts for 3.41% of the portfolio, ranked #6.

HRC Wealth Management first reported a position in SLYG in Q1 2024 and has held it in 11 quarters since. The position peaked at $9.39M in Q2 2026. 218 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

HRC Wealth Management held 80,065 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $8.56M as of Q3 2026.
HRC Wealth Management bought 1,234 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $141K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 3.41% of HRC Wealth Management's portfolio in Q3 2026, its #6 holding.
HRC Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2024 and has held it in 11 quarters since.
HRC Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $9.39M in Q2 2026.
218 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on HRC Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.