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

Motive Wealth 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 Q2	$1.52M	Buy	12,774 +388	+3%	+$42K	0.63%	29
2026 Q1	$1.2M	Sell	12,386 -1,769	-12%	-$175K	0.56%	31
2025 Q4	$1.33M	Sell	14,155 -3	-0%	-$283	0.57%	31
2025 Q3	$1.34M	Buy	14,158 +404	+3%	+$37.2K	0.58%	30
2025 Q2	$1.22M	Buy	13,754 +3,214	+30%	+$269K	0.56%	28
2025 Q1	$875K	Buy	10,540 +79	+0.8%	+$7.05K	0.47%	30
2024 Q4	$945K	Buy	10,461 +1,091	+12%	+$103K	0.51%	31
2024 Q3	$805K	Hold	9,370	–	–	0.48%	29
2024 Q2	$805K	Buy	9,370 +100	+1%	+$8.54K	0.48%	29
2024 Q1	$809K	Buy	9,270 +4,528	+95%	+$377K	0.49%	29
2023 Q4	$397K	Sell	4,742 -1,414	-23%	-$106K	0.46%	29
2023 Q3	$451K	Buy	6,156 +57	+0.9%	+$4.39K	0.5%	29
2023 Q2	$469K	Sell	6,099 -55	-0.9%	-$4.02K	0.49%	29
2023 Q1	$454K	Sell	6,154 -2,487	-29%	-$188K	0.5%	27
2022 Q4	$624K	Buy	8,641 +732	+9%	+$53.9K	0.48%	28
2022 Q3	$539K	Buy	7,909 +2,321	+42%	+$174K	0.44%	31
2022 Q2	$394K	Buy	5,588 +546	+11%	+$41.4K	0.31%	50
2022 Q1	$423K	Buy	5,042 +990	+24%	+$83.5K	0.29%	60
2021 Q4	$376K	Sell	4,052 -103	-2%	-$9.39K	0.23%	64
2021 Q3	$362K	Buy	4,155 +420	+11%	+$37.1K	0.24%	66
2021 Q2	$332K	Buy	+3,735	New	+$325K	0.24%	63

Other funds holding SLYG

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LGW

Leslie Global Wealth Itasca, Illinois $257M AUM 23.12% 1-Year Est. Return

Motive Wealth Advisors's SLYG Position: Q2 2026 in Review

Motive Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 3.1% in Q2 2026, buying an estimated $42K and bringing the position to 12,774 shares worth $1.52M. The position accounts for 0.63% of the portfolio, ranked #29.

Motive Wealth Advisors first reported a position in SLYG in Q2 2021 and has held it in 21 quarters since. 111 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Motive Wealth Advisors held 12,774 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.52M as of Q2 2026.
Motive Wealth Advisors bought 388 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $42K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.63% of Motive Wealth Advisors's portfolio in Q2 2026, its #29 holding.
Motive Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
111 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.