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

KWB Wealth’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 		$8.99M Sell
75,460
-513
-0.7% -$55.5K 0.77% 39
2026
Q1 		$7.16M Sell
75,973
-8,179
-10% -$810K 0.71% 37
2025
Q4 		$7.93M Sell
84,152
-150,677
-64% -$14.2M 0.75% 36
2025
Q3 		$20.8M Buy
234,829
+60,362
+35% +$5.55M 2.3% 12
2025
Q2 		$14.5M Sell
174,467
-16,866
-9% -$1.41M 1.76% 11
2025
Q1 		$17.3M Sell
191,333
-14,735
-7% -$1.32M 2.09% 11
2024
Q4 		$19.2M Sell
206,068
-7,593
-4% -$718K 2.38% 9
2024
Q3 		$18.3M Buy
213,661
+15,573
+8% +$1.4M 2.39% 9
2024
Q2 		$17.3M Sell
198,088
-4,775
-2% -$408K 2.38% 7
2024
Q1 		$17.7M Sell
202,863
-7,032
-3% -$586K 2.38% 7
2023
Q4 		$17.6M Sell
209,895
-4,686
-2% -$352K 2.53% 8
2023
Q3 		$16.5M Sell
214,581
-2,240
-1% -$173K 2.65% 9
2023
Q2 		$16.7M Buy
216,821
+3,260
+2% +$238K 2.64% 9
2023
Q1 		$15.4M Buy
213,561
+3,049
+1% +$230K 2.85% 12
2022
Q4 		$15.2M Sell
210,512
-2,204
-1% -$162K 2.89% 12
2022
Q3 		$14.5M Sell
212,716
-3,220
-1% -$242K 2.89% 11
2022
Q2 		$15.2M Sell
215,936
-2,492
-1% -$189K 2.93% 10
2022
Q1 		$20.3M Sell
218,428
-492
-0.2% -$41.5K 3.38% 9
2021
Q4 		$20.3M Buy
218,920
+7,804
+4% +$712K 3.38% 9
2021
Q3 		$18.4M Buy
211,116
+38,789
+23% +$3.42M 3.27% 9
2021
Q2 		$14.8M Sell
172,327
-890
-0.5% -$77.6K 2.84% 9
2021
Q1 		$14.9M Buy
173,217
+19,088
+12% +$1.62M 2.84% 9
2020
Q4 		$11.8M Buy
+154,129
New +$10.5M 2.45% 13

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

KWB Wealth's SLYG Position: Q2 2026 in Review

KWB Wealth reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.68% in Q2 2026, selling an estimated $55.5K and leaving 75,460 shares worth $8.99M. The position accounts for 0.77% of the portfolio, ranked #39.

KWB Wealth first reported a position in SLYG in Q4 2020 and has held it in 23 quarters since. The position peaked at $20.8M in Q3 2025. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • KWB Wealth held 75,460 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $8.99M as of Q2 2026.
  • KWB Wealth sold 513 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $55.5K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.77% of KWB Wealth's portfolio in Q2 2026, its #39 holding.
  • KWB Wealth first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • KWB Wealth's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $20.8M in Q3 2025.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.