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

Juncture Wealth Strategies’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	$624K	Buy	5,830 +393	+7%	+$44.9K	0.16%	96
2026 Q2	$648K	Buy	5,437 +1,989	+58%	+$215K	0.17%	93
2026 Q1	$333K	Buy	+3,448	New	+$342K	0.11%	101
2019 Q1	–	Sell	-5,766	Closed	-$311K	–	126
2018 Q4	$311K	Sell	5,766 -1,727	-23%	-$103K	0.21%	89
2018 Q3	$506K	Buy	7,493 +456	+6%	+$30.7K	0.26%	74
2018 Q2	$445K	Buy	7,037 +3,445	+96%	+$211K	0.24%	74
2018 Q1	$209K	Buy	+3,592	New	+$209K	0.12%	90

Other funds holding SLYG

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return

MBI

May Barnhard Investments Bethesda, Maryland $243M AUM 13.89% 1-Year Est. Return

Juncture Wealth Strategies's SLYG Position: Q3 2026 in Review

Juncture Wealth Strategies increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 7.2% in Q3 2026, buying an estimated $44.9K and bringing the position to 5,830 shares worth $624K. The position accounts for 0.16% of the portfolio, ranked #96.

Juncture Wealth Strategies first reported a position in SLYG in Q1 2018 and has held it in 7 quarters since. The position peaked at $648K in Q2 2026. 36 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

Juncture Wealth Strategies held 5,830 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $624K as of Q3 2026.
Juncture Wealth Strategies bought 393 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $44.9K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.16% of Juncture Wealth Strategies's portfolio in Q3 2026, its #96 holding.
Juncture Wealth Strategies first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2018 and has held it in 7 quarters since.
Juncture Wealth Strategies's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $648K in Q2 2026.
36 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.