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

Independent Financial Group’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	$304K	Buy	2,840 +107	+4%	+$12.2K	0.01%	1246
2026 Q2	$326K	Buy	2,733 +463	+20%	+$50.1K	0.01%	1201
2026 Q1	$219K	Sell	2,270 -174	-7%	-$17.2K	﹤0.01%	1338
2025 Q4	$230K	Sell	2,444 -90	-4%	-$8.49K	0.01%	1275
2025 Q3	$239K	Buy	2,534 +49	+2%	+$4.51K	0.01%	1198
2025 Q2	$221K	Buy	+2,485	New	+$208K	0.01%	1182
2024 Q1	–	Sell	-2,416	Closed	-$202K	–	1054
2023 Q4	$202K	Sell	2,416 -1,130	-32%	-$84.8K	0.01%	895
2023 Q3	$260K	Sell	3,546 -10	-0.3%	-$771	0.02%	722
2023 Q2	$274K	Sell	3,556 -350	-9%	-$25.6K	0.02%	676
2023 Q1	$288K	Buy	3,906 +243	+7%	+$18.3K	0.02%	623
2022 Q4	$265K	Sell	3,663 -130	-3%	-$9.57K	0.02%	601
2022 Q3	$258K	Buy	3,793 +719	+23%	+$54K	0.02%	583
2022 Q2	$217K	Sell	3,074 -65	-2%	-$4.93K	0.02%	617
2022 Q1	$263K	Buy	3,139 +52	+2%	+$4.39K	0.02%	642
2021 Q4	$287K	Hold	3,087	–	–	0.02%	613
2021 Q3	$269K	Sell	3,087 -251	-8%	-$22.1K	0.03%	560
2021 Q2	$296K	Sell	3,338 -82	-2%	-$7.15K	0.03%	536
2021 Q1	$294K	Buy	3,420 +80	+2%	+$6.8K	0.04%	475
2020 Q4	$255K	Sell	3,340 -166	-5%	-$11.3K	0.04%	463
2020 Q3	$207K	Buy	+3,506	New	+$210K	0.04%	448

Other funds holding SLYG

EFG

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

GFM

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

Independent Financial Group's SLYG Position: Q3 2026 in Review

Independent Financial Group increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 3.9% in Q3 2026, buying an estimated $12.2K and bringing the position to 2,840 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #1246.

Independent Financial Group first reported a position in SLYG in Q3 2020 and has held it in 20 quarters since. The position peaked at $326K in Q2 2026. 42 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

Independent Financial Group held 2,840 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $304K as of Q3 2026.
Independent Financial Group bought 107 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $12.2K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1246 holding.
Independent Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2020 and has held it in 20 quarters since.
Independent Financial Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $326K in Q2 2026.
42 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.