Merit Financial Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Merit Financial 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 Q2	$2.57M	Sell	21,573 -17,038	-44%	-$1.84M	0.02%	647
2026 Q1	$3.73M	Sell	38,611 -5,520	-13%	-$547K	0.03%	479
2025 Q4	$4.16M	Buy	44,131 +28,633	+185%	+$2.7M	0.03%	403
2025 Q3	$1.46M	Sell	15,498 -2,131	-12%	-$196K	0.01%	692
2025 Q2	$1.56M	Sell	17,629 -722	-4%	-$60.4K	0.02%	606
2025 Q1	$1.52M	Sell	18,351 -14,667	-44%	-$1.31M	0.02%	508
2024 Q4	$2.98M	Sell	33,018 -743	-2%	-$70.2K	0.05%	277
2024 Q3	$3.14M	Buy	+33,761	New	+$3.04M	0.07%	220

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Merit Financial Group's SLYG Position: Q2 2026 in Review

Merit Financial Group reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 44% in Q2 2026, selling an estimated $1.84M and leaving 21,573 shares worth $2.57M. The position accounts for 0.02% of the portfolio, ranked #647.

Merit Financial Group first reported a position in SLYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.16M in Q4 2025. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Merit Financial Group held 21,573 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.57M as of Q2 2026.
Merit Financial Group sold 17,038 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $1.84M.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #647 holding.
Merit Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Merit Financial Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $4.16M in Q4 2025.
558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.