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

LBMC Investment Advisors’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	$395K	Buy	3,314 +4	+0.1%	+$433	0.02%	174
2026 Q1	$320K	Buy	3,310 +4	+0.1%	+$396	0.02%	197
2025 Q4	$311K	Buy	3,306 +2	+0.1%	+$189	0.02%	191
2025 Q3	$312K	Buy	3,304 +5	+0.2%	+$460	0.02%	194
2025 Q2	$293K	Buy	3,299 +6	+0.2%	+$502	0.02%	175
2025 Q1	$273K	Buy	3,293 +5	+0.2%	+$446	0.02%	169
2024 Q4	$297K	Buy	3,288 +8	+0.2%	+$756	0.02%	163
2024 Q3	$305K	Buy	3,280 +6	+0.2%	+$541	0.02%	150
2024 Q2	$281K	Buy	3,274 +6	+0.2%	+$513	0.02%	148
2024 Q1	$285K	Sell	3,268 -1,284	-28%	-$107K	0.02%	145
2023 Q4	$381K	Sell	4,552 -2,459	-35%	-$184K	0.04%	107
2023 Q3	$502K	Buy	7,011 +17	+0.2%	+$1.31K	0.05%	94
2023 Q2	$538K	Buy	6,994 +21	+0.3%	+$1.53K	0.05%	92
2023 Q1	$514K	Buy	6,973 +16	+0.2%	+$1.21K	0.05%	95
2022 Q4	$503K	Buy	6,957 +23	+0.3%	+$1.69K	0.05%	91
2022 Q3	$472K	Buy	6,934 +3,647	+111%	+$274K	0.05%	87
2022 Q2	$232K	Buy	+3,287	New	+$249K	0.03%	136
2022 Q1	–	Sell	-2,282	Closed	-$212K	–	170
2021 Q4	$212K	Buy	+2,282	New	+$208K	0.02%	160
2021 Q3	–	Sell	-2,273	Closed	-$202K	–	171
2021 Q2	$202K	Buy	+2,273	New	+$198K	0.02%	162
2018 Q1	–	Sell	-3,596	Closed	-$204K	–	88
2017 Q4	$204K	Sell	3,596 -600	-14%	-$34.6K	0.03%	83
2017 Q3	$239K	Buy	+4,196	New	+$227K	0.04%	70
2017 Q2	–	Sell	-4,504	Closed	-$240K	–	78
2017 Q1	$240K	Buy	+4,504	New	+$237K	0.04%	70

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LBMC Investment Advisors's SLYG Position: Q2 2026 in Review

LBMC Investment Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.12% in Q2 2026, buying an estimated $433 and bringing the position to 3,314 shares worth $395K. The position accounts for 0.02% of the portfolio, ranked #174.

LBMC Investment Advisors first reported a position in SLYG in Q1 2017 and has held it in 22 quarters since. The position peaked at $538K in Q2 2023. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

LBMC Investment Advisors held 3,314 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $395K as of Q2 2026.
LBMC Investment Advisors bought 4 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $433.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #174 holding.
LBMC Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2017 and has held it in 22 quarters since.
LBMC Investment Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $538K in Q2 2023.
556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.