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

JNBA Financial 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 Q1	$1.29M	Sell	13,338 -1,526	-10%	-$151K	0.11%	83
2025 Q4	$1.4M	Sell	14,864 -773	-5%	-$73K	0.12%	74
2025 Q3	$1.47M	Sell	15,637 -757	-5%	-$69.7K	0.13%	75
2025 Q2	$1.46M	Sell	16,394 -5,956	-27%	-$498K	0.14%	74
2025 Q1	$1.86M	Sell	22,350 -12,456	-36%	-$1.11M	0.19%	62
2024 Q4	$3.14M	Sell	34,806 -622	-2%	-$58.8K	0.32%	46
2024 Q3	$3.3M	Sell	35,428 -13,729	-28%	-$1.24M	0.33%	45
2024 Q2	$4.22M	Sell	49,157 -20,538	-29%	-$1.75M	0.45%	40
2024 Q1	$6.08M	Sell	69,695 -23,540	-25%	-$1.96M	0.64%	33
2023 Q4	$7.8M	Buy	93,235 +9,618	+12%	+$722K	0.89%	33
2023 Q3	$6.13M	Buy	83,617 +10,710	+15%	+$826K	0.76%	35
2023 Q2	$5.61M	Buy	72,907 +18,799	+35%	+$1.37M	0.67%	37
2023 Q1	$3.99M	Buy	54,108 +20,918	+63%	+$1.58M	0.52%	46
2022 Q4	$2.4M	Buy	33,190 +10,011	+43%	+$737K	0.33%	55
2022 Q3	$1.58M	Buy	23,179 +12,115	+109%	+$910K	0.24%	64
2022 Q2	$780K	Buy	11,064 +5,578	+102%	+$423K	0.12%	99
2022 Q1	$460K	Sell	5,486 -915	-14%	-$77.2K	0.06%	133
2021 Q4	$594K	Buy	6,401 +950	+17%	+$86.6K	0.07%	122
2021 Q3	$475K	Buy	5,451 +799	+17%	+$70.5K	0.06%	128
2021 Q2	$413K	Buy	4,652 +1,151	+33%	+$100K	0.06%	135
2021 Q1	$301K	Sell	3,501 -170	-5%	-$14.5K	0.04%	157
2020 Q4	$280K	Buy	3,671 +240	+7%	+$16.4K	0.05%	150
2020 Q3	$203K	Sell	3,431 -68	-2%	-$4.06K	0.04%	152
2020 Q2	$199K	Buy	3,499 +79	+2%	+$4.12K	0.04%	151
2020 Q1	$158K	Buy	+3,420	New	+$202K	0.04%	156
2016 Q4	–	Sell	-2,316	Closed	-$111K	–	1205
2016 Q3	$111K	Buy	+2,316	New	+$109K	0.02%	334

Other funds holding SLYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

JNBA Financial Advisors's SLYG Position: Q1 2026 in Review

JNBA Financial Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 10% in Q1 2026, selling an estimated $151K and leaving 13,338 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #83.

JNBA Financial Advisors first reported a position in SLYG in Q3 2016 and has held it in 26 quarters since. The position peaked at $7.8M in Q4 2023. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

JNBA Financial Advisors held 13,338 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.29M as of Q1 2026.
JNBA Financial Advisors sold 1,526 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $151K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.11% of JNBA Financial Advisors's portfolio in Q1 2026, its #83 holding.
JNBA Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2016 and has held it in 26 quarters since.
JNBA Financial Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $7.8M in Q4 2023.
514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.