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

Modera 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 Q2	$222K	Buy	+1,864	New	+$202K	﹤0.01%	611
2023 Q3	–	Sell	-2,900	Closed	-$223K	–	577
2023 Q2	$223K	Buy	+2,900	New	+$212K	﹤0.01%	511

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

Modera Wealth Management's SLYG Position: Q2 2026 in Review

Modera Wealth Management opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2026: 1,864 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #611 among its holdings. This is a return to the name: Modera Wealth Management previously reported a position in SLYG as recently as Q2 2023.

Modera Wealth Management first reported a position in SLYG in Q2 2023 and has held it in 2 quarters since. The position peaked at $223K in Q2 2023. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Modera Wealth Management held 1,864 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $222K as of Q2 2026.
State Street SPDR S&P 600 Small Cap Growth ETF was a new Modera Wealth Management position in Q2 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #611 holding.
Modera Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2023 and has held it in 2 quarters since.
Modera Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $223K in Q2 2023.
558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.