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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
Q3 		$206K Buy
1,927
+5
+0.3% +$571 0.07% 96
2026
Q2 		$229K Buy
+1,922
New +$208K 0.08% 87

Other funds holding SLYG

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $137M AUM
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
GFM
GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Montz Harcus Wealth Management's SLYG Position: Q3 2026 in Review

Montz Harcus Wealth Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.26% in Q3 2026, buying an estimated $571 and bringing the position to 1,927 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #96.

Montz Harcus Wealth Management first reported a position in SLYG in Q2 2026 and has held it in 2 quarters since. The position peaked at $229K in Q2 2026. 40 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

  • Montz Harcus Wealth Management held 1,927 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $206K as of Q3 2026.
  • Montz Harcus Wealth Management bought 5 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $571.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.07% of Montz Harcus Wealth Management's portfolio in Q3 2026, its #96 holding.
  • Montz Harcus Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Montz Harcus Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $229K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.