JFS Wealth Advisors
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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
Q3 		– Sell
-468
Closed -$55.8K – 2303
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JFS Wealth Advisors's SLYG Position: Q3 2026 in Review

JFS Wealth Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2026, closing a stake of 468 shares — an estimated $55.8K sold.

JFS Wealth Advisors first reported a position in SLYG in Q1 2022 and held it in 18 quarters. The position peaked at $55.8K in Q2 2026. 484 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

  • JFS Wealth Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 468 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $55.8K.
  • JFS Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2022 and held it in 18 quarters.
  • JFS Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $55.8K in Q2 2026.
  • 484 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.