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Lowery Thomas LLC’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Lowery Thomas LLC’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 		$347K Buy
3,589
+7
+0.2% +$694 0.2% 49
2025
Q4 		$337K Buy
3,582
+4
+0.1% +$378 0.19% 49
2025
Q3 		$337K Buy
3,578
+9
+0.3% +$828 0.19% 48
2025
Q2 		$317K Buy
3,569
+310
+10% +$25.9K 0.2% 48
2025
Q1 		$271K Sell
3,259
-703
-18% -$62.8K 0.19% 50
2024
Q4 		$358K Sell
3,962
-894
-18% -$84.5K 0.23% 49
2024
Q3 		$452K Buy
4,856
+5
+0.1% +$451 0.31% 44
2024
Q2 		$416K Sell
4,851
-463
-9% -$39.6K 0.3% 39
2024
Q1 		$464K Sell
5,314
-285
-5% -$23.8K 0.35% 40
2023
Q4 		$468K Buy
5,599
+1,161
+26% +$87.1K 0.4% 39
2023
Q3 		$325K Buy
4,438
+1,084
+32% +$83.6K 0.31% 43
2023
Q2 		$258K Buy
3,354
+513
+18% +$37.5K 0.25% 44
2023
Q1 		$210K Sell
2,841
-295
-9% -$22.3K 0.23% 43
2022
Q4 		$227K Sell
3,136
-220
-7% -$16.2K 0.27% 37
2022
Q3 		$229K Sell
3,356
-374
-10% -$28.1K 0.27% 39
2022
Q2 		$263K Sell
3,730
-1,730
-32% -$131K 0.25% 41
2022
Q1 		$458K Sell
5,460
-1,954
-26% -$165K 0.36% 40
2021
Q4 		$688K Buy
+7,414
New +$676K 0.47% 35

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

Lowery Thomas LLC's SLYG Position: Q1 2026 in Review

Lowery Thomas LLC increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.2% in Q1 2026, buying an estimated $694 and bringing the position to 3,589 shares worth $347K. The position accounts for 0.2% of the portfolio, ranked #49.

Lowery Thomas LLC first reported a position in SLYG in Q4 2021 and has held it in 18 quarters since. The position peaked at $688K in Q4 2021. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Lowery Thomas LLC held 3,589 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $347K as of Q1 2026.
  • Lowery Thomas LLC bought 7 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $694.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.2% of Lowery Thomas LLC's portfolio in Q1 2026, its #49 holding.
  • Lowery Thomas LLC first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Lowery Thomas LLC's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $688K in Q4 2021.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Lowery Thomas LLC's 13F filing for Q1 2026, filed 13 May 2026.