JGIA
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Jackson Grant Investment Advisers’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Jackson Grant Investment Advisers’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 		$353K Buy
2,961
+71
+2% +$7.68K 0.11% 93
2026
Q1 		$279K Buy
2,890
+5
+0.2% +$495 0.09% 99
2025
Q4 		$272K Buy
2,885
+4
+0.1% +$378 0.09% 100
2025
Q3 		$272K Buy
2,881
+6
+0.2% +$552 0.09% 97
2025
Q2 		$255K Buy
2,875
+8
+0.3% +$669 0.09% 91
2025
Q1 		$238K Buy
2,867
+58
+2% +$5.18K 0.09% 94
2024
Q4 		$254K Buy
2,809
+87
+3% +$8.22K 0.1% 88
2024
Q3 		$253K Buy
2,722
+11
+0.4% +$991 0.09% 90
2024
Q2 		$233K Sell
2,711
-13
-0.5% -$1.11K 0.09% 96
2024
Q1 		$238K Buy
2,724
+66
+2% +$5.5K 0.1% 97
2023
Q4 		$222K Buy
2,658
+26
+1% +$1.95K 0.1% 96
2023
Q3 		$193K Sell
2,632
-18
-0.7% -$1.39K 0.09% 98
2023
Q2 		$204K Sell
2,650
-20
-0.7% -$1.46K 0.09% 99
2023
Q1 		$197K Sell
2,670
-9
-0.3% -$679 0.09% 101
2022
Q4 		$194K Buy
2,679
+1
+0% +$74 0.09% 99
2022
Q3 		$182K Sell
2,678
-18
-0.7% -$1.35K 0.1% 100
2022
Q2 		$190K Buy
2,696
+43
+2% +$3.26K 0.09% 102
2022
Q1 		$222K Buy
2,653
+40
+2% +$3.38K 0.09% 101
2021
Q4 		$243K Buy
2,613
+34
+1% +$3.1K 0.12% 80
2021
Q3 		$225K Buy
2,579
+5
+0.2% +$441 0.1% 95
2021
Q2 		$228K Buy
2,574
+4
+0.2% +$349 0.1% 95
2021
Q1 		$221K Buy
2,570
+3
+0.1% +$255 0.1% 94
2020
Q4 		$196K Sell
2,567
-1,521
-37% -$104K 0.1% 91
2020
Q3 		$241K Buy
4,088
+4
+0.1% +$239 0.14% 74
2020
Q2 		$232K Sell
4,084
-58
-1% -$3.02K 0.15% 73
2020
Q1 		$191K Sell
4,142
-143
-3% -$8.44K 0.14% 75
2019
Q4 		$276K Sell
4,285
-2,718
-39% -$168K 0.15% 73
2019
Q3 		$417K Sell
7,003
-630
-8% -$38K 0.24% 54
2019
Q2 		$465K Sell
7,633
-2,073
-21% -$125K 0.27% 49
2019
Q1 		$579K Sell
9,706
-529
-5% -$31.3K 0.35% 45
2018
Q4 		$552K Sell
10,235
-69
-0.7% -$4.11K 0.39% 41
2018
Q3 		$696K Buy
10,304
+5,602
+119% +$377K 0.44% 37
2018
Q2 		$273K Buy
4,702
+2,942
+167% +$181K 0.19% 67
2018
Q1 		$102K Hold
1,760
– – 0.07% 112
2017
Q4 		$100K Hold
1,760
– – 0.07% 114
2017
Q3 		$100K Buy
+1,760
New +$95.2K 0.07% 109

Other funds holding SLYG

EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jackson Grant Investment Advisers's SLYG Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.5% in Q2 2026, buying an estimated $7.68K and bringing the position to 2,961 shares worth $353K. The position accounts for 0.11% of the portfolio, ranked #93.

Jackson Grant Investment Advisers first reported a position in SLYG in Q3 2017 and has held it in 36 quarters since. The position peaked at $696K in Q3 2018. 249 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Jackson Grant Investment Advisers held 2,961 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $353K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 71 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $7.68K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.11% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #93 holding.
  • Jackson Grant Investment Advisers first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2017 and has held it in 36 quarters since.
  • Jackson Grant Investment Advisers's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $696K in Q3 2018.
  • 249 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.