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Measured Wealth Private Client Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Measured Wealth Private Client Group’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 		$156K Sell
1,616
-36
-2% -$3.57K 0.04% 208
2025
Q4 		$156K Buy
1,652
+71
+4% +$6.7K 0.04% 218
2025
Q3 		$149K Buy
+1,581
New +$145K 0.04% 211
2024
Q3 		– Sell
-4,982
Closed -$428K – 202
2024
Q2 		$428K Sell
4,982
-484
-9% -$41.4K 0.15% 109
2024
Q1 		$477K Sell
5,466
-3,106
-36% -$259K 0.17% 99
2023
Q4 		$717K Sell
8,572
-776
-8% -$58.2K 0.26% 64
2023
Q3 		$685K Buy
9,348
+211
+2% +$16.3K 0.28% 57
2023
Q2 		$703K Sell
9,137
-22
-0.2% -$1.61K 0.27% 52
2023
Q1 		$675K Sell
9,159
-240
-3% -$18.1K 0.26% 52
2022
Q4 		$679K Sell
9,399
-73
-0.8% -$5.37K 0.28% 50
2022
Q3 		$645K Sell
9,472
-229
-2% -$17.2K 0.29% 47
2022
Q2 		$684K Sell
9,701
-5,243
-35% -$398K 0.3% 50
2022
Q1 		$1.25M Sell
14,944
-1,888
-11% -$159K 0.46% 30
2021
Q4 		$1.56M Sell
16,832
-9,428
-36% -$860K 0.55% 26
2021
Q3 		$2.29M Sell
26,260
-1,979
-7% -$175K 0.88% 21
2021
Q2 		$2.51M Buy
28,239
+12,736
+82% +$1.11M 0.8% 21
2021
Q1 		$1.33M Buy
15,503
+2,207
+17% +$188K 0.47% 38
2020
Q4 		$1.01M Buy
13,296
+440
+3% +$30K 0.42% 40
2020
Q3 		$759K Buy
12,856
+1,826
+17% +$109K 0.37% 48
2020
Q2 		$626K Buy
11,030
+2,629
+31% +$137K 0.37% 45
2020
Q1 		$388K Sell
8,401
-1,728
-17% -$102K 0.3% 50
2019
Q4 		$654K Buy
10,129
+5,695
+128% +$351K 0.44% 29
2019
Q3 		$264K Buy
+4,434
New +$268K 0.17% 90

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

Measured Wealth Private Client Group's SLYG Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.2% in Q1 2026, selling an estimated $3.57K and leaving 1,616 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #208.

Measured Wealth Private Client Group first reported a position in SLYG in Q3 2019 and has held it in 23 quarters since. The position peaked at $2.51M in Q2 2021. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Measured Wealth Private Client Group held 1,616 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $156K as of Q1 2026.
  • Measured Wealth Private Client Group sold 36 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $3.57K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.04% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #208 holding.
  • Measured Wealth Private Client Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2019 and has held it in 23 quarters since.
  • Measured Wealth Private Client Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $2.51M in Q2 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 Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.