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Idaho Trust Bank’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Idaho Trust Bank’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 		$814K Sell
8,430
-1,486
-15% -$147K 0.26% 57
2025
Q4 		$934K Sell
9,916
-1,601
-14% -$151K 0.31% 57
2025
Q3 		$1.09M Sell
11,517
-8,317
-42% -$765K 0.37% 53
2025
Q2 		$1.76M Sell
19,834
-162
-0.8% -$13.5K 0.63% 40
2025
Q1 		$1.66M Buy
+19,996
New +$1.78M 0.68% 41
2024
Q2 		– Sell
-5,356
Closed -$467K – 131
2024
Q1 		$467K Buy
+5,356
New +$446K 0.45% 58

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 $1.1B AUM 20.77% 1-Year Est. Return

Idaho Trust Bank's SLYG Position: Q1 2026 in Review

Idaho Trust Bank reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 15% in Q1 2026, selling an estimated $147K and leaving 8,430 shares worth $814K. The position accounts for 0.26% of the portfolio, ranked #57.

Idaho Trust Bank first reported a position in SLYG in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.76M in Q2 2025. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Idaho Trust Bank held 8,430 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $814K as of Q1 2026.
  • Idaho Trust Bank sold 1,486 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $147K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.26% of Idaho Trust Bank's portfolio in Q1 2026, its #57 holding.
  • Idaho Trust Bank first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • Idaho Trust Bank's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.76M in Q2 2025.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Idaho Trust Bank's 13F filing for Q1 2026, filed 8 May 2026.