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

Legacy Trust’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
Q1 		$333K Hold
3,450
– – 0.06% 167
2025
Q4 		$325K Hold
3,450
– – 0.06% 160
2025
Q3 		$325K Buy
+3,450
New +$317K 0.06% 156
2025
Q2 		– Sell
-3,450
Closed -$286K – 156
2025
Q1 		$286K Hold
3,450
– – 0.07% 133
2024
Q4 		$312K Hold
3,450
– – 0.07% 131
2024
Q3 		$321K Hold
3,450
– – 0.07% 132
2024
Q2 		$296K Hold
3,450
– – 0.07% 126
2024
Q1 		$301K Hold
3,450
– – 0.08% 130
2023
Q4 		$289K Hold
3,450
– – 0.08% 136
2023
Q3 		$253K Hold
3,450
– – 0.07% 139
2023
Q2 		$266K Hold
3,450
– – 0.07% 136
2023
Q1 		$254K Hold
3,450
– – 0.08% 140
2022
Q4 		$249K Buy
+3,450
New +$254K 0.08% 137

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Legacy Trust's SLYG Position: Q1 2026 in Review

Legacy Trust held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q1 2026 at 3,450 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #167.

Legacy Trust first reported a position in SLYG in Q4 2022 and has held it in 13 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Legacy Trust held 3,450 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $333K as of Q1 2026.
  • Legacy Trust left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.06% of Legacy Trust's portfolio in Q1 2026, its #167 holding.
  • Legacy Trust first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.