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

Montz Harcus 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 		$229K Buy
+1,922
New +$208K 0.08% 87

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DE
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Montz Harcus Wealth Management's SLYG Position: Q2 2026 in Review

Montz Harcus Wealth Management opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2026: 1,922 shares worth $229K. The stake represents 0.08% of the portfolio and ranks #87 among its holdings.

556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Montz Harcus Wealth Management held 1,922 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $229K as of Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF was a new Montz Harcus Wealth Management position in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.08% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #87 holding.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.