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Institute for Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Institute for Wealth Management’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 		$31.3K Buy
+263
New +$28.5K ﹤0.01% 1004
2020
Q3 		– Sell
-5,718
Closed -$325K – 440
2020
Q2 		$325K Buy
5,718
+68
+1% +$3.54K 0.08% 313
2020
Q1 		$261K Buy
5,650
+131
+2% +$7.73K 0.08% 308
2019
Q4 		$356K Buy
5,519
+428
+8% +$26.4K 0.08% 310
2019
Q3 		$303K Buy
5,091
+247
+5% +$14.9K 0.08% 323
2019
Q2 		$295K Buy
4,844
+234
+5% +$14.1K 0.07% 359
2019
Q1 		$275K Buy
4,610
+459
+11% +$27.1K 0.06% 351
2018
Q4 		$224K Buy
+4,151
New +$247K 0.09% 229

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 $1.62B AUM 25.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Institute for Wealth Management's SLYG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2026: 263 shares worth $31.3K. The stake represents ﹤0.01% of the portfolio and ranks #1004 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in SLYG as recently as Q2 2020.

Institute for Wealth Management first reported a position in SLYG in Q4 2018 and has held it in 8 quarters since. The position peaked at $356K in Q4 2019. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Institute for Wealth Management held 263 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $31.3K as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF was a new Institute for Wealth Management position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1004 holding.
  • Institute for Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and has held it in 8 quarters since.
  • Institute for Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $356K in Q4 2019.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.