MWM
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Marietta Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Marietta Wealth Management’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 		$11.4M Buy
118,237
+1,670
+1% +$165K 1.36% 23
2025
Q4 		$11M Buy
116,567
+1,115
+1% +$105K 1.27% 25
2025
Q3 		$10.9M Buy
115,452
+37,983
+49% +$3.5M 1.33% 26
2025
Q2 		$6.88M Buy
77,469
+4,449
+6% +$372K 0.9% 41
2025
Q1 		$6.06M Buy
73,020
+4,356
+6% +$389K 0.89% 54
2024
Q4 		$6.2M Buy
68,664
+1,202
+2% +$114K 0.89% 41
2024
Q3 		$6.28M Buy
67,462
+1,077
+2% +$97K 0.91% 42
2024
Q2 		$5.7M Buy
66,385
+7,741
+13% +$661K 0.89% 51
2024
Q1 		$5.12M Buy
58,644
+1,856
+3% +$155K 0.84% 55
2023
Q4 		$4.75M Sell
56,788
-1,310
-2% -$98.3K 0.85% 51
2023
Q3 		$4.26M Buy
58,098
+1,975
+4% +$152K 0.85% 55
2023
Q2 		$4.32M Buy
56,123
+4,284
+8% +$313K 0.81% 57
2023
Q1 		$3.82M Buy
51,839
+2,340
+5% +$177K 0.81% 58
2022
Q4 		$3.58M Buy
49,499
+3,617
+8% +$266K 0.81% 62
2022
Q3 		$3.13M Buy
45,882
+7,054
+18% +$530K 0.78% 58
2022
Q2 		$2.74M Sell
38,828
-2,882
-7% -$219K 0.66% 63
2022
Q1 		$3.5M Buy
41,710
+4,426
+12% +$373K 0.73% 62
2021
Q4 		$3.46M Buy
37,284
+5,527
+17% +$504K 0.7% 61
2021
Q3 		$2.77M Buy
31,757
+1,565
+5% +$138K 0.6% 68
2021
Q2 		$2.68M Buy
30,192
+1,682
+6% +$147K 0.6% 66
2021
Q1 		$2.45M Buy
28,510
+645
+2% +$54.8K 0.61% 66
2020
Q4 		$2.13M Sell
27,865
-89
-0.3% -$6.07K 0.59% 69
2020
Q3 		$1.65M Sell
27,954
-250
-0.9% -$14.9K 0.51% 73
2020
Q2 		$1.6M Sell
28,204
-14,406
-34% -$751K 0.55% 63
2020
Q1 		$1.97M Sell
42,610
-9,236
-18% -$545K 0.77% 58
2019
Q4 		$3.35M Sell
51,846
-430
-0.8% -$26.5K 1.1% 39
2019
Q3 		$3.12M Sell
52,276
-8,947
-15% -$540K 1.14% 38
2019
Q2 		$3.73M Buy
61,223
+369
+0.6% +$22.2K 1.45% 20
2019
Q1 		$3.63M Sell
60,854
-2,310
-4% -$136K 1.49% 18
2018
Q4 		$3.41M Sell
63,164
-9,076
-13% -$541K 1.63% 16
2018
Q3 		$4.88M Sell
72,240
-3,035
-4% -$204K 2.15% 7
2018
Q2 		$4.76M Buy
75,275
+1,099
+1% +$67.5K 2.32% 6
2018
Q1 		$4.31M Buy
74,176
+4,584
+7% +$267K 2.26% 7
2017
Q4 		$3.96M Buy
69,592
+3,096
+5% +$179K 2.14% 8
2017
Q3 		$3.79M Buy
66,496
+10,832
+19% +$586K 2.12% 7
2017
Q2 		$3.01M Buy
55,664
+11,604
+26% +$619K 1.83% 9
2017
Q1 		$2.34M Buy
44,060
+14,644
+50% +$770K 1.56% 17
2016
Q4 		$1.53M Buy
+29,416
New +$1.44M 1.22% 27

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

Marietta Wealth Management's SLYG Position: Q1 2026 in Review

Marietta Wealth Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.4% in Q1 2026, buying an estimated $165K and bringing the position to 118,237 shares worth $11.4M. The position accounts for 1.36% of the portfolio, ranked #23.

Marietta Wealth Management first reported a position in SLYG in Q4 2016 and has held it in 38 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Marietta Wealth Management held 118,237 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $11.4M as of Q1 2026.
  • Marietta Wealth Management bought 1,670 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $165K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.36% of Marietta Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Marietta Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2016 and has held it in 38 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 Marietta Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.