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Kestra Advisory Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Kestra Advisory Services’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 		$1.5M Buy
15,530
+2,173
+16% +$215K 0.01% 1476
2025
Q4 		$1.26M Buy
13,357
+122
+0.9% +$11.5K 0.01% 1493
2025
Q3 		$1.25M Buy
13,235
+5,066
+62% +$466K 0.01% 1442
2025
Q2 		$725K Buy
8,169
+1,110
+16% +$92.8K ﹤0.01% 1703
2025
Q1 		$586K Sell
7,059
-1,786
-20% -$159K ﹤0.01% 1711
2024
Q4 		$799K Sell
8,845
-689
-7% -$65.1K ﹤0.01% 1543
2024
Q3 		$888K Sell
9,534
-343
-3% -$30.9K ﹤0.01% 1399
2024
Q2 		$848K Buy
9,877
+3,009
+44% +$257K ﹤0.01% 1425
2024
Q1 		$599K Buy
6,868
+2,687
+64% +$224K ﹤0.01% 1549
2023
Q4 		$350K Sell
4,181
-52
-1% -$3.9K ﹤0.01% 1743
2023
Q3 		$310K Buy
4,233
+465
+12% +$35.8K ﹤0.01% 1636
2023
Q2 		$290K Sell
3,768
-994
-21% -$72.7K ﹤0.01% 1642
2023
Q1 		$351K Sell
4,762
-3,048
-39% -$230K ﹤0.01% 1473
2022
Q4 		$564K Sell
7,810
-6,631
-46% -$488K 0.01% 1340
2022
Q3 		$984K Buy
14,441
+2,554
+21% +$192K 0.01% 982
2022
Q2 		$838K Buy
11,887
+2,147
+22% +$163K 0.01% 1062
2022
Q1 		$817K Sell
9,740
-399
-4% -$33.7K 0.01% 1048
2021
Q4 		$941K Sell
10,139
-1,623
-14% -$148K 0.01% 1015
2021
Q3 		$1.02M Sell
11,762
-118
-1% -$10.4K 0.01% 1002
2021
Q2 		$1.05M Sell
11,880
-508
-4% -$44.3K 0.01% 915
2021
Q1 		$1.06M Sell
12,388
-4,126
-25% -$351K 0.01% 838
2020
Q4 		$1.26M Buy
16,514
+3,610
+28% +$246K 0.01% 760
2020
Q3 		$762K Buy
+12,904
New +$771K 0.01% 712

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Kestra Advisory Services's SLYG Position: Q1 2026 in Review

Kestra Advisory Services increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 16% in Q1 2026, buying an estimated $215K and bringing the position to 15,530 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #1476.

Kestra Advisory Services first reported a position in SLYG in Q3 2020 and has held it in 23 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Kestra Advisory Services held 15,530 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.5M as of Q1 2026.
  • Kestra Advisory Services bought 2,173 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $215K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1476 holding.
  • Kestra Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2020 and has held it in 23 quarters since.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.