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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.37M Buy
45,091
+7,973
+21% +$863K 0.22% 111
2026
Q1
$3.59M Buy
37,118
+3,815
+11% +$378K 0.17% 140
2025
Q4
$3.14M Sell
33,303
-409
-1% -$38.6K 0.15% 151
2025
Q3
$3.18M Buy
33,712
+747
+2% +$68.7K 0.19% 127
2025
Q2
$2.93M Buy
32,965
+2,030
+7% +$170K 0.23% 101
2025
Q1
$2.57M Buy
30,935
+1,494
+5% +$133K 0.23% 99
2024
Q4
$2.66M Buy
+29,441
New +$2.78M 0.2% 112

Other funds holding SLYG

Kingswood Wealth Advisors's SLYG Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 21% in Q2 2026, buying an estimated $863K and bringing the position to 45,091 shares worth $5.37M. The position accounts for 0.22% of the portfolio, ranked #111.

Kingswood Wealth Advisors first reported a position in SLYG in Q4 2024 and has held it in 7 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Kingswood Wealth Advisors held 45,091 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $5.37M as of Q2 2026.
  • Kingswood Wealth Advisors bought 7,973 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $863K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.22% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Kingswood Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2024 and has held it in 7 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.