Larson Financial Group
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Larson Financial Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Larson Financial Group’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 		$2.65M Sell
24,745
-535
-2% -$61.1K 0.06% 228
2026
Q2 		$3.01M Buy
25,280
+5
+0% +$541 0.08% 198
2026
Q1 		$2.44M Sell
25,275
-1,473
-6% -$146K 0.08% 207
2025
Q4 		$2.52M Buy
26,748
+219
+0.8% +$20.7K 0.08% 198
2025
Q3 		$2.5M Buy
26,529
+6,469
+32% +$595K 0.09% 198
2025
Q2 		$1.78M Sell
20,060
-1,042
-5% -$87.1K 0.07% 231
2025
Q1 		$1.75M Sell
21,102
-266
-1% -$23.7K 0.08% 202
2024
Q4 		$1.93M Sell
21,368
-301
-1% -$28.5K 0.1% 176
2024
Q3 		$2.02M Buy
21,669
+822
+4% +$74.1K 0.11% 157
2024
Q2 		$1.79M Buy
20,847
+63
+0.3% +$5.38K 0.12% 144
2024
Q1 		$1.81M Sell
20,784
-129
-0.6% -$10.8K 0.14% 128
2023
Q4 		$1.75M Buy
20,913
+490
+2% +$36.8K 0.15% 120
2023
Q3 		$1.5M Buy
20,423
+1,697
+9% +$131K 0.15% 131
2023
Q2 		$1.44M Sell
18,726
-255
-1% -$18.6K 0.14% 137
2023
Q1 		$1.4M Buy
18,981
+408
+2% +$30.8K 0.15% 132
2022
Q4 		$1.34M Sell
18,573
-1,937
-9% -$143K 0.16% 126
2022
Q3 		$1.4M Buy
20,510
+6,008
+41% +$451K 0.2% 102
2022
Q2 		$1.02M Sell
14,502
-346
-2% -$26.3K 0.18% 67
2022
Q1 		$1.24M Buy
14,848
+10,631
+252% +$897K 0.2% 62
2021
Q4 		$391K Buy
4,217
+500
+13% +$45.6K 0.06% 135
2021
Q3 		$324K Buy
3,717
+1,810
+95% +$160K 0.06% 107
2021
Q2 		$169K Buy
1,907
+405
+27% +$35.3K 0.04% 142
2021
Q1 		$129K Buy
1,502
+229
+18% +$19.5K 0.04% 145
2020
Q4 		$97K Buy
1,273
+505
+66% +$34.5K 0.03% 139
2020
Q3 		$45K Buy
768
+514
+202% +$30.7K 0.02% 215
2020
Q2 		$14K Hold
254
– – 0.01% 335
2020
Q1 		$12K Buy
254
+1
+0.4% +$59 0.01% 272
2019
Q4 		$16K Buy
253
+1
+0.4% +$62 0.01% 248
2019
Q3 		$15K Buy
252
+1
+0.4% +$60 0.01% 255
2019
Q2 		$15K Hold
251
– – 0.01% 213
2019
Q1 		$15K Buy
251
+1
+0.4% +$59 0.01% 201
2018
Q4 		$13K Buy
+250
New +$14.9K 0.01% 202

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
NorthRock Partners
NorthRock Partners Minneapolis, Minnesota $7.09B AUM 12.2% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Larson Financial Group's SLYG Position: Q3 2026 in Review

Larson Financial Group reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.1% in Q3 2026, selling an estimated $61.1K and leaving 24,745 shares worth $2.65M. The position accounts for 0.06% of the portfolio, ranked #228.

Larson Financial Group first reported a position in SLYG in Q4 2018 and has held it in 32 quarters since. The position peaked at $3.01M in Q2 2026. 484 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

  • Larson Financial Group held 24,745 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.65M as of Q3 2026.
  • Larson Financial Group sold 535 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $61.1K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.06% of Larson Financial Group's portfolio in Q3 2026, its #228 holding.
  • Larson Financial Group 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.
  • Larson Financial Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.01M in Q2 2026.
  • 484 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.