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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
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 $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 $982M AUM 15.11% 1-Year Est. Return

Independent Advisor Alliance's SLYG Position: Q1 2026 in Review

Independent Advisor Alliance increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1,540% in Q1 2026, buying an estimated $9.54M and bringing the position to 102,570 shares worth $9.91M. The position accounts for 0.11% of the portfolio, ranked #170.

Independent Advisor Alliance first reported a position in SLYG in Q4 2019 and has held it in 10 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Independent Advisor Alliance held 102,570 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $9.91M as of Q1 2026.
  • Independent Advisor Alliance bought 96,316 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $9.54M.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.11% of Independent Advisor Alliance's portfolio in Q1 2026, its #170 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 10 quarters since.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.