Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-2,158
Closed -$204K – 1186
2025
Q3 		$204K Buy
+2,158
New +$199K ﹤0.01% 1334

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Kovitz Investment Group Partners's SLYG Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2025, closing a stake of 2,158 shares — an estimated $204K sold.

Kovitz Investment Group Partners first reported a position in SLYG in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 511 funds tracked by Wall St. Rank hold SLYG as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 2,158 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2025, an estimated $204K.
  • Kovitz Investment Group Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $204K in Q3 2025.
  • 511 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.