Mosaic Family Wealth Partners’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Mosaic Family Wealth Partners’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	$3.54M	Buy	29,753 +56	+0.2%	+$6.06K	0.24%	68
2026 Q1	$2.87M	Sell	29,697 -1,344	-4%	-$133K	0.29%	47
2025 Q4	$2.92M	Sell	31,041 -4,054	-12%	-$383K	0.32%	45
2025 Q3	$3.31M	Buy	35,095 +5,760	+20%	+$530K	0.39%	34
2025 Q2	$2.6M	Buy	29,335 +8,714	+42%	+$729K	0.33%	38
2025 Q1	$1.71M	Buy	20,621 +4,396	+27%	+$392K	0.24%	45
2024 Q4	$1.47M	Buy	16,225 +2,934	+22%	+$277K	0.21%	51
2024 Q3	$1.24M	Buy	13,291 +1,831	+16%	+$165K	0.18%	63
2024 Q2	$984K	Sell	11,460 -181	-2%	-$15.5K	0.16%	73
2024 Q1	$1.02M	Buy	11,641 +1,074	+10%	+$89.5K	0.17%	69
2023 Q4	$884K	Sell	10,567 -217	-2%	-$16.3K	0.15%	80
2023 Q3	$790K	Sell	10,784 -39	-0.4%	-$3.01K	0.16%	82
2023 Q2	$833K	Sell	10,823 -300	-3%	-$21.9K	0.16%	80
2023 Q1	$820K	Sell	11,123 -2,537	-19%	-$191K	0.17%	73
2022 Q4	$987K	Buy	+13,660	New	+$1.01M	0.28%	57

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

Mosaic Family Wealth Partners's SLYG Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.19% in Q2 2026, buying an estimated $6.06K and bringing the position to 29,753 shares worth $3.54M. The position accounts for 0.24% of the portfolio, ranked #68.

Mosaic Family Wealth Partners first reported a position in SLYG in Q4 2022 and has held it in 15 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Mosaic Family Wealth Partners held 29,753 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.54M as of Q2 2026.
Mosaic Family Wealth Partners bought 56 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $6.06K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.24% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #68 holding.
Mosaic Family Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.