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Legacy Wealth Management (Idaho)’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-356
Closed -$34.4K – 824
2026
Q1 		$34.4K Hold
356
– – 0.02% 323
2025
Q4 		$33.5K Sell
356
-242
-40% -$22.8K 0.02% 266
2025
Q3 		$56.4K Buy
598
+415
+227% +$38.2K 0.03% 159
2025
Q2 		$16.2K Hold
183
– – 0.01% 258
2025
Q1 		$15.2K Hold
183
– – 0.01% 276
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 $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 $1.62B AUM 25.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SLYG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2026, closing a stake of 356 shares — an estimated $34.4K sold.

Legacy Wealth Management (Idaho) first reported a position in SLYG in Q3 2024 and held it in 7 quarters. The position peaked at $56.4K in Q3 2025. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 356 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $34.4K.
  • Legacy Wealth Management (Idaho) first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $56.4K in Q3 2025.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.