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Independent Advisor Alliance’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Independent Advisor Alliance’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 		$759K Sell
6,370
-96,200
-94% -$10.4M 0.02% 532
2026
Q1 		$9.91M Buy
102,570
+96,316
+1,540% +$9.54M 0.11% 170
2025
Q4 		$589K Buy
6,254
+9
+0.1% +$850 0.01% 604
2025
Q3 		$589K Buy
6,245
+206
+3% +$19K 0.02% 577
2025
Q2 		$536K Buy
6,039
+1,399
+30% +$117K 0.02% 567
2025
Q1 		$385K Sell
4,640
-20,792
-82% -$1.86M 0.01% 586
2024
Q4 		$2.3M Buy
25,432
+21,906
+621% +$2.07M 0.03% 476
2024
Q3 		$328K Buy
3,526
+99
+3% +$8.92K 0.01% 541
2024
Q2 		$294K Buy
3,427
+297
+9% +$25.4K 0.01% 577
2024
Q1 		$273K Buy
+3,130
New +$261K 0.01% 593
2020
Q1 		– Sell
-18,415
Closed -$1.19M – 791
2019
Q4 		$1.19M Buy
+18,415
New +$1.14M 0.05% 329

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

Independent Advisor Alliance's SLYG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 94% in Q2 2026, selling an estimated $10.4M and leaving 6,370 shares worth $759K. The position accounts for 0.02% of the portfolio, ranked #532.

Independent Advisor Alliance first reported a position in SLYG in Q4 2019 and has held it in 11 quarters since. The position peaked at $9.91M in Q1 2026. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Independent Advisor Alliance held 6,370 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $759K as of Q2 2026.
  • Independent Advisor Alliance sold 96,200 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $10.4M.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #532 holding.
  • Independent Advisor Alliance first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and has held it in 11 quarters since.
  • Independent Advisor Alliance's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $9.91M in Q1 2026.
  • 558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.