Klingman & Associates
SLYG icon

Klingman & Associates’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Klingman & Associates’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
Q3 		$21.7M Sell
202,931
-967
-0.5% -$111K 0.9% 27
2026
Q2 		$24.3M Sell
203,898
-208
-0.1% -$22.5K 1.03% 27
2026
Q1 		$19.7M Sell
204,106
-543
-0.3% -$53.8K 0.94% 28
2025
Q4 		$19.3M Buy
204,649
+162
+0.1% +$15.3K 0.93% 28
2025
Q3 		$19.3M Sell
204,487
-359
-0.2% -$33K 0.97% 28
2025
Q2 		$18.2M Buy
204,846
+25,177
+14% +$2.1M 1% 29
2025
Q1 		$14.9M Buy
179,669
+6,821
+4% +$609K 0.91% 28
2024
Q4 		$15.6M Sell
172,848
-2,067
-1% -$195K 0.96% 28
2024
Q3 		$16.3M Sell
174,915
-463
-0.3% -$41.7K 1.01% 28
2024
Q2 		$15.1M Sell
175,378
-418
-0.2% -$35.7K 1.02% 28
2024
Q1 		$15.3M Sell
175,796
-2,908
-2% -$242K 1.06% 26
2023
Q4 		$14.9M Buy
178,704
+10,227
+6% +$767K 1.1% 26
2023
Q3 		$12.3M Sell
168,477
-7,950
-5% -$613K 1% 27
2023
Q2 		$13.6M Buy
176,427
+402
+0.2% +$29.4K 1.1% 26
2023
Q1 		$13M Sell
176,025
-631
-0.4% -$47.6K 1.12% 27
2022
Q4 		$12.8M Buy
176,656
+1,917
+1% +$141K 1.12% 28
2022
Q3 		$11.9M Buy
174,739
+5,957
+4% +$447K 1.17% 27
2022
Q2 		$11.9M Buy
168,782
+3,823
+2% +$290K 1.16% 24
2022
Q1 		$13.8M Buy
164,959
+15,049
+10% +$1.27M 1.17% 24
2021
Q4 		$13.9M Buy
149,910
+392
+0.3% +$35.7K 1.2% 23
2021
Q3 		$13M Sell
149,518
-1,388
-0.9% -$122K 1.22% 24
2021
Q2 		$13.4M Sell
150,906
-810
-0.5% -$70.6K 1.28% 23
2021
Q1 		$13M Sell
151,716
-1,707
-1% -$145K 1.35% 22
2020
Q4 		$11.7M Buy
153,423
+489
+0.3% +$33.4K 1.35% 20
2020
Q3 		$9.03M Sell
152,934
-2,854
-2% -$171K 1.21% 21
2020
Q2 		$8.85M Buy
155,788
+10,397
+7% +$542K 1.35% 21
2020
Q1 		$6.71M Buy
145,391
+138,537
+2,021% +$8.18M 1.37% 21
2019
Q4 		$442K Hold
6,854
– – 0.07% 85
2019
Q3 		$408K Buy
6,854
+93
+1% +$5.61K 0.07% 80
2019
Q2 		$412K Hold
6,761
– – 0.08% 80
2019
Q1 		$404K Hold
6,761
– – 0.08% 76
2018
Q4 		$365K Buy
+6,761
New +$403K 0.08% 73

Other funds holding SLYG

Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HRC Wealth Management
HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Klingman & Associates's SLYG Position: Q3 2026 in Review

Klingman & Associates reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.47% in Q3 2026, selling an estimated $111K and leaving 202,931 shares worth $21.7M. The position accounts for 0.9% of the portfolio, ranked #27.

Klingman & Associates first reported a position in SLYG in Q4 2018 and has held it in 32 quarters since. The position peaked at $24.3M in Q2 2026. 118 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

  • Klingman & Associates held 202,931 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $21.7M as of Q3 2026.
  • Klingman & Associates sold 967 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $111K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.9% of Klingman & Associates's portfolio in Q3 2026, its #27 holding.
  • Klingman & Associates first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and has held it in 32 quarters since.
  • Klingman & Associates's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $24.3M in Q2 2026.
  • 118 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.