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Medallion Wealth Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Medallion Wealth Advisors’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 		$9.66K Hold
100
– – ﹤0.01% 767
2025
Q4 		$9.42K Hold
100
– – ﹤0.01% 753
2025
Q3 		$9.43K Buy
+100
New +$9.2K ﹤0.01% 754

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 $2.07B AUM 22.34% 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 $1.1B AUM 20.77% 1-Year Est. Return

Medallion Wealth Advisors's SLYG Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q1 2026 at 100 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

Medallion Wealth Advisors first reported a position in SLYG in Q3 2025 and has held it in 3 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Medallion Wealth Advisors held 100 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $9.66K as of Q1 2026.
  • Medallion Wealth Advisors 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 ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #767 holding.
  • Medallion Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2025 and has held it in 3 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 Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.