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Key Financial Inc’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Key Financial Inc’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 		$9.57M Sell
80,325
-2,802
-3% -$303K 1.57% 12
2026
Q1 		$8.03M Buy
83,127
+52
+0.1% +$5.15K 1.43% 16
2025
Q4 		$7.82M Buy
83,075
+869
+1% +$82K 1.43% 14
2025
Q3 		$7.75M Buy
82,206
+3,030
+4% +$279K 1.43% 15
2025
Q2 		$7.03M Sell
79,176
-5,782
-7% -$483K 1.41% 16
2025
Q1 		$7.05M Sell
84,958
-2,087
-2% -$186K 1.53% 13
2024
Q4 		$7.86M Buy
87,045
+992
+1% +$93.8K 1.79% 10
2024
Q3 		$8.01M Buy
86,053
+4,541
+6% +$409K 1.77% 10
2024
Q2 		$7M Buy
81,512
+8,518
+12% +$728K 1.68% 11
2024
Q1 		$6.37M Buy
72,994
+5,908
+9% +$493K 1.62% 11
2023
Q4 		$5.61M Buy
67,086
+5,719
+9% +$429K 1.53% 12
2023
Q3 		$4.5M Buy
61,367
+6,561
+12% +$506K 1.52% 13
2023
Q2 		$4.22M Buy
54,806
+4,342
+9% +$317K 1.4% 14
2023
Q1 		$3.72M Buy
50,464
+7,920
+19% +$598K 1.36% 15
2022
Q4 		$2.9M Hold
42,544
– – 1.37% 15
2022
Q3 		$2.9M Buy
42,544
+15,163
+55% +$1.14M 1.36% 15
2022
Q2 		$1.95M Buy
27,381
+2,790
+11% +$212K 1.05% 19
2022
Q1 		$2.06M Buy
24,591
+2,815
+13% +$238K 1.02% 19
2021
Q4 		$2.02M Buy
21,776
+5,978
+38% +$545K 1.01% 22
2021
Q3 		$1.38M Buy
15,798
+2,991
+23% +$264K 0.78% 26
2021
Q2 		$1.13M Buy
12,807
+5,934
+86% +$517K 0.63% 27
2021
Q1 		$590K Buy
6,873
+3,475
+102% +$295K 0.39% 52
2020
Q4 		$260K Buy
+3,398
New +$232K 0.19% 97
2020
Q2 		– Sell
-630
Closed -$29K – 535
2020
Q1 		$29K Buy
+630
New +$37.2K 0.03% 287

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Key Financial Inc's SLYG Position: Q2 2026 in Review

Key Financial Inc reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 3.4% in Q2 2026, selling an estimated $303K and leaving 80,325 shares worth $9.57M. The position accounts for 1.57% of the portfolio, ranked #12.

Key Financial Inc first reported a position in SLYG in Q1 2020 and has held it in 24 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Key Financial Inc held 80,325 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $9.57M as of Q2 2026.
  • Key Financial Inc sold 2,802 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $303K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.57% of Key Financial Inc's portfolio in Q2 2026, its #12 holding.
  • Key Financial Inc first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2020 and has held it in 24 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 Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.