IFG
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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
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

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 Financial Group's SLYG Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 20% in Q2 2026, buying an estimated $50.1K and bringing the position to 2,733 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #1201.

Independent Financial Group first reported a position in SLYG in Q3 2020 and has held it in 19 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Independent Financial Group held 2,733 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $326K as of Q2 2026.
  • Independent Financial Group bought 463 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $50.1K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1201 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 19 quarters since.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.