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

IAG Wealth Partners’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 		$441K Sell
3,701
-367
-9% -$39.7K 0.04% 95
2026
Q1 		$393K Sell
4,068
-423
-9% -$41.9K 0.04% 90
2025
Q4 		$423K Sell
4,491
-106
-2% -$10K 0.05% 87
2025
Q3 		$434K Buy
4,597
+41
+0.9% +$3.77K 0.05% 84
2025
Q2 		$404K Buy
4,556
+4,388
+2,612% +$367K 0.05% 84
2025
Q1 		$13.9K Buy
168
+69
+70% +$6.16K ﹤0.01% 305
2024
Q4 		$8.95K Hold
99
– – ﹤0.01% 360
2024
Q3 		$9.22K Hold
99
– – ﹤0.01% 351
2024
Q2 		$8.5K Hold
99
– – ﹤0.01% 348
2024
Q1 		$8.64K Hold
99
– – ﹤0.01% 334
2023
Q4 		$8.28K Sell
99
-886
-90% -$66.5K ﹤0.01% 327
2023
Q3 		$72.2K Hold
985
– – 0.02% 124
2023
Q2 		$75.8K Buy
985
+587
+147% +$42.9K 0.02% 131
2023
Q1 		$29.4K Sell
398
-1,918
-83% -$145K 0.01% 185
2022
Q4 		$167K Sell
2,316
-1,948
-46% -$143K 0.05% 82
2022
Q3 		$290K Buy
4,264
+952
+29% +$71.5K 0.1% 53
2022
Q2 		$233K Buy
3,312
+322
+11% +$24.4K 0.08% 59
2022
Q1 		$251K Buy
2,990
+2,294
+330% +$194K 0.08% 56
2021
Q4 		$65K Hold
696
– – 0.02% 116
2021
Q3 		$61K Hold
696
– – 0.02% 110
2021
Q2 		$62K Buy
+696
New +$60.7K 0.02% 104
2021
Q1 		– Sell
-18
Closed -$2K – 385
2020
Q4 		$2K Hold
18
– – ﹤0.01% 330
2020
Q3 		$2K Sell
18
-1,068
-98% -$63.8K ﹤0.01% 328
2020
Q2 		$62K Sell
1,086
-768
-41% -$40K 0.03% 93
2020
Q1 		$86K Sell
1,854
-8,259
-82% -$488K 0.06% 72
2019
Q4 		$653K Buy
+10,113
New +$624K 0.43% 31

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

IAG Wealth Partners's SLYG Position: Q2 2026 in Review

IAG Wealth Partners reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 9% in Q2 2026, selling an estimated $39.7K and leaving 3,701 shares worth $441K. The position accounts for 0.04% of the portfolio, ranked #95.

IAG Wealth Partners first reported a position in SLYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $653K in Q4 2019. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • IAG Wealth Partners held 3,701 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $441K as of Q2 2026.
  • IAG Wealth Partners sold 367 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $39.7K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.04% of IAG Wealth Partners's portfolio in Q2 2026, its #95 holding.
  • IAG Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • IAG Wealth Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $653K in Q4 2019.
  • 558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.