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Keeler & Nadler Financial Planning & Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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 		$1.2M Sell
10,041
-573
-5% -$62K 0.34% 38
2026
Q1 		$1.03M Sell
10,614
-24
-0.2% -$2.38K 0.35% 36
2025
Q4 		$1M Sell
10,638
-1,262
-11% -$119K 0.35% 37
2025
Q3 		$1.12M Sell
11,900
-524
-4% -$48.2K 0.41% 37
2025
Q2 		$1.1M Buy
12,424
+32
+0.3% +$2.67K 0.44% 35
2025
Q1 		$1.02M Sell
12,392
-2,269
-15% -$203K 0.46% 31
2024
Q4 		$1.32M Sell
14,661
-3,904
-21% -$369K 0.62% 29
2024
Q3 		$1.73M Sell
18,565
-4,251
-19% -$383K 0.84% 26
2024
Q2 		$1.96M Sell
22,816
-4,702
-17% -$402K 1.08% 24
2024
Q1 		$2.4M Sell
27,518
-10,821
-28% -$902K 1.44% 20
2023
Q4 		$3.21M Buy
+38,339
New +$2.88M 2.32% 13
2022
Q4 		$2.77M Buy
+38,396
New +$2.83M 2.51% 11
2021
Q4 		$3.88M Buy
+41,821
New +$3.81M 3.57% 10

Other funds holding SLYG

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

Keeler & Nadler Financial Planning & Wealth Management's SLYG Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 5.4% in Q2 2026, selling an estimated $62K and leaving 10,041 shares worth $1.2M. The position accounts for 0.34% of the portfolio, ranked #38.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in SLYG in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.88M in Q4 2021. 353 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 10,041 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.2M as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management sold 573 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $62K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.34% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and has held it in 13 quarters since.
  • Keeler & Nadler Financial Planning & Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.88M in Q4 2021.
  • 353 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.