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Moneta Group Investment Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Moneta Group Investment 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 		$4.18M Sell
43,261
-81
-0.2% -$8.03K 0.03% 184
2025
Q4 		$4.08M Sell
43,342
-462
-1% -$43.6K 0.03% 186
2025
Q3 		$4.13M Buy
43,804
+12,198
+39% +$1.12M 0.03% 179
2025
Q2 		$2.81M Buy
31,606
+1,265
+4% +$106K 0.03% 188
2025
Q1 		$2.52M Sell
30,341
-898
-3% -$80.2K 0.03% 185
2024
Q4 		$2.82M Sell
31,239
-1,641
-5% -$155K 0.04% 177
2024
Q3 		$3.06M Sell
32,880
-4,246
-11% -$383K 0.04% 159
2024
Q2 		$3.19M Sell
37,126
-2,696
-7% -$230K 0.05% 150
2024
Q1 		$3.47M Sell
39,822
-8,576
-18% -$715K 0.06% 145
2023
Q4 		$4.05M Sell
48,398
-3,693
-7% -$277K 0.08% 128
2023
Q3 		$3.82M Buy
52,091
+222
+0.4% +$17.1K 0.09% 121
2023
Q2 		$3.99M Buy
51,869
+483
+0.9% +$35.3K 0.09% 119
2023
Q1 		$3.79M Buy
51,386
+5,878
+13% +$444K 0.09% 117
2022
Q4 		$3.53M Sell
45,508
-5,652
-11% -$416K 0.1% 116
2022
Q3 		$3.48M Sell
51,160
-4,613
-8% -$346K 0.13% 105
2022
Q2 		$3.93M Buy
55,773
+7,914
+17% +$601K 0.13% 105
2022
Q1 		$4.01M Buy
47,859
+4,883
+11% +$412K 0.16% 91
2021
Q4 		$3.99M Buy
42,976
+1,688
+4% +$154K 0.16% 94
2021
Q3 		$3.6M Sell
41,288
-66
-0.2% -$5.82K 0.17% 93
2021
Q2 		$3.67M Buy
41,354
+480
+1% +$41.8K 0.17% 99
2021
Q1 		$3.51M Sell
40,874
-19
-0% -$1.62K 0.19% 90
2020
Q4 		$3.12M Buy
40,893
+337
+0.8% +$23K 0.22% 80
2020
Q3 		$2.39M Buy
40,556
+3,096
+8% +$185K 0.21% 82
2020
Q2 		$2.13M Buy
37,460
+5,758
+18% +$300K 0.2% 83
2020
Q1 		$1.46M Buy
31,702
+10,918
+53% +$645K 0.15% 92
2019
Q4 		$1.34M Buy
20,784
+529
+3% +$32.6K 0.11% 104
2019
Q3 		$1.21M Buy
20,255
+1,227
+6% +$74K 0.11% 110
2019
Q2 		$1.16M Buy
+19,028
New +$1.14M 0.11% 108

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

Moneta Group Investment Advisors's SLYG Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.19% in Q1 2026, selling an estimated $8.03K and leaving 43,261 shares worth $4.18M. The position accounts for 0.03% of the portfolio, ranked #184.

Moneta Group Investment Advisors first reported a position in SLYG in Q2 2019 and has held it in 28 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Moneta Group Investment Advisors held 43,261 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $4.18M as of Q1 2026.
  • Moneta Group Investment Advisors sold 81 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $8.03K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.03% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #184 holding.
  • Moneta Group Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2019 and has held it in 28 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 Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.