Integrated Wealth Concepts’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Integrated Wealth Concepts’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	$14.3M	Buy	120,013 +13,999	+13%	+$1.51M	0.07%	263
2026 Q1	$10.2M	Buy	106,014 +29,655	+39%	+$2.94M	0.08%	247
2025 Q4	$7.19M	Buy	76,359 +8,791	+13%	+$830K	0.09%	216
2025 Q3	$6.37M	Buy	67,568 +2,329	+4%	+$214K	0.06%	313
2025 Q2	$5.79M	Buy	65,239 +9,821	+18%	+$821K	0.06%	306
2025 Q1	$4.6M	Buy	55,418 +7,615	+16%	+$680K	0.05%	335
2024 Q4	$4.32M	Buy	47,803 +3,433	+8%	+$325K	0.05%	330
2024 Q3	$4.13M	Buy	44,370 +9,575	+28%	+$863K	0.05%	337
2024 Q2	$2.99M	Buy	+34,795	New	+$2.97M	0.04%	388

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Integrated Wealth Concepts's SLYG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 13% in Q2 2026, buying an estimated $1.51M and bringing the position to 120,013 shares worth $14.3M. The position accounts for 0.07% of the portfolio, ranked #263.

Integrated Wealth Concepts first reported a position in SLYG in Q2 2024 and has held it in 9 quarters since. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Integrated Wealth Concepts held 120,013 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $14.3M as of Q2 2026.
Integrated Wealth Concepts bought 13,999 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $1.51M.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.07% of Integrated Wealth Concepts's portfolio in Q2 2026, its #263 holding.
Integrated Wealth Concepts first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.