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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Juncture Wealth Strategies's SLYG Position: Q2 2026 in Review

Juncture Wealth Strategies increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 58% in Q2 2026, buying an estimated $215K and bringing the position to 5,437 shares worth $648K. The position accounts for 0.17% of the portfolio, ranked #93.

Juncture Wealth Strategies first reported a position in SLYG in Q1 2018 and has held it in 6 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Juncture Wealth Strategies held 5,437 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $648K as of Q2 2026.
Juncture Wealth Strategies bought 1,989 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $215K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.17% of Juncture Wealth Strategies's portfolio in Q2 2026, its #93 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 6 quarters since.
556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.