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

JFS Wealth Advisors’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	$55.8K	Sell	468 -63	-12%	-$6.82K	﹤0.01%	531
2026 Q1	$51.3K	Buy	531 +1	+0.2%	+$99	﹤0.01%	517
2025 Q4	$50K	Hold	530	–	–	﹤0.01%	517
2025 Q3	$50K	Buy	530 +2	+0.4%	+$184	﹤0.01%	507
2025 Q2	$46.9K	Buy	528 +1	+0.2%	+$84	﹤0.01%	474
2025 Q1	$43.7K	Buy	527 +1	+0.2%	+$89	﹤0.01%	497
2024 Q4	$47.5K	Sell	526 -3	-0.6%	-$284	﹤0.01%	468
2024 Q3	$49.2K	Buy	529 +2	+0.4%	+$180	﹤0.01%	476
2024 Q2	$45.2K	Buy	527 +134	+34%	+$11.4K	﹤0.01%	435
2024 Q1	$34.3K	Buy	393 +1	+0.3%	+$83	﹤0.01%	509
2023 Q4	$32.8K	Hold	392	–	–	﹤0.01%	482
2023 Q3	$28.7K	Hold	392	–	–	﹤0.01%	467
2023 Q2	$30.2K	Buy	392 +331	+543%	+$24.2K	﹤0.01%	450
2023 Q1	$4.49K	Hold	61	–	–	﹤0.01%	1037
2022 Q4	$4.38K	Buy	61 +1	+2%	+$74	﹤0.01%	1046
2022 Q3	$4K	Hold	60	–	–	﹤0.01%	1105
2022 Q2	$4K	Hold	60	–	–	﹤0.01%	1116
2022 Q1	$5K	Buy	+60	New	+$5.06K	﹤0.01%	1066

Other funds holding SLYG

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

JFS Wealth Advisors's SLYG Position: Q2 2026 in Review

JFS Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 12% in Q2 2026, selling an estimated $6.82K and leaving 468 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

JFS Wealth Advisors first reported a position in SLYG in Q1 2022 and has held it in 18 quarters since. 84 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

JFS Wealth Advisors held 468 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $55.8K as of Q2 2026.
JFS Wealth Advisors sold 63 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $6.82K.
State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #531 holding.
JFS Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
84 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.