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Journey Retirement Planning & Investment Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Journey Retirement Planning & Investment Management’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 		$202K Buy
+1,697
New +$184K 0.16% 154
2026
Q1 		– Sell
-7,400
Closed -$697K – 219
2025
Q4 		$697K Buy
+7,400
New +$699K 0.14% 128

Other funds holding SLYG

DE
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
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
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Journey Retirement Planning & Investment Management's SLYG Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2026: 1,697 shares worth $202K. The stake represents 0.16% of the portfolio and ranks #154 among its holdings. This is a return to the name: Journey Retirement Planning & Investment Management previously reported a position in SLYG as recently as Q4 2025.

Journey Retirement Planning & Investment Management first reported a position in SLYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $697K in Q4 2025. 322 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 1,697 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $202K as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF was a new Journey Retirement Planning & Investment Management position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.16% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #154 holding.
  • Journey Retirement Planning & Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Journey Retirement Planning & Investment Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $697K in Q4 2025.
  • 322 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.