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

Legacy Investment Solutions’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
Q2 		$16.2K Buy
+183
New +$15.3K 0.01% 258
2024
Q4 		$17.1K Hold
183
– – 0.01% 229
2024
Q3 		$17.9K Buy
+183
New +$16.5K 0.01% 239

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Legacy Investment Solutions's SLYG Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2025: 183 shares worth $16.2K. The stake represents 0.01% of the portfolio and ranks #258 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SLYG as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SLYG in Q3 2024 and has held it in 3 quarters since. The position peaked at $17.9K in Q3 2024. 483 funds tracked by Wall St. Rank hold SLYG as of Q2 2025.

  • Legacy Investment Solutions held 183 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $16.2K as of Q2 2025.
  • State Street SPDR S&P 600 Small Cap Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #258 holding.
  • Legacy Investment Solutions first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $17.9K in Q3 2024.
  • 483 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.