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

Keystone Wealth 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
Q2 		$1.03M Sell
8,629
-42
-0.5% -$4.54K 0.19% 125
2026
Q1 		$838K Buy
+8,671
New +$859K 0.18% 136
2025
Q4 		– Sell
-9,296
Closed -$877K – 306
2025
Q3 		$877K Sell
9,296
-520
-5% -$47.9K 0.19% 123
2025
Q2 		$871K Sell
9,816
-154
-2% -$12.9K 0.21% 112
2025
Q1 		$827K Sell
9,970
-231
-2% -$20.6K 0.22% 104
2024
Q4 		$922K Buy
10,201
+666
+7% +$63K 0.24% 97
2024
Q3 		$888K Sell
9,535
-3
-0% -$270 0.25% 100
2024
Q2 		$819K Sell
9,538
-75
-0.8% -$6.41K 0.25% 95
2024
Q1 		$838K Buy
9,613
+820
+9% +$68.4K 0.27% 93
2023
Q4 		$735K Buy
8,793
+96
+1% +$7.2K 0.25% 89
2023
Q3 		$637K Buy
8,697
+410
+5% +$31.6K 0.24% 92
2023
Q2 		$638K Buy
8,287
+1,466
+21% +$107K 0.24% 93
2023
Q1 		$503K Buy
6,821
+499
+8% +$37.6K 0.21% 112
2022
Q4 		$457K Buy
+6,322
New +$465K 0.2% 111

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

Keystone Wealth Services's SLYG Position: Q2 2026 in Review

Keystone Wealth Services reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.48% in Q2 2026, selling an estimated $4.54K and leaving 8,629 shares worth $1.03M. The position accounts for 0.19% of the portfolio, ranked #125.

Keystone Wealth Services first reported a position in SLYG in Q4 2022 and has held it in 14 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Keystone Wealth Services held 8,629 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.03M as of Q2 2026.
  • Keystone Wealth Services sold 42 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $4.54K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.19% of Keystone Wealth Services's portfolio in Q2 2026, its #125 holding.
  • Keystone Wealth Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 14 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 Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.