N.E.W. Advisory Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

N.E.W. Advisory Services’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	$259K	Buy	2,175 +1	+0%	+$108	0.02%	202
2026 Q1	$210K	Buy	2,174 +546	+34%	+$54.1K	0.02%	209
2025 Q4	$153K	Buy	1,628 +37	+2%	+$3.49K	0.01%	233
2025 Q3	$150K	Buy	1,591 +55	+4%	+$5.06K	0.01%	210
2025 Q2	$136K	Buy	1,536 +68	+5%	+$5.68K	0.01%	218
2025 Q1	$122K	Buy	+1,468	New	+$131K	0.01%	253

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 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

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

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

N.E.W. Advisory Services's SLYG Position: Q2 2026 in Review

N.E.W. Advisory Services increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.05% in Q2 2026, buying an estimated $108 and bringing the position to 2,175 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #202.

N.E.W. Advisory Services first reported a position in SLYG in Q1 2025 and has held it in 6 quarters since. 417 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

N.E.W. Advisory Services held 2,175 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $259K as of Q2 2026.
N.E.W. Advisory Services bought 1 State Street SPDR S&P 600 Small Cap Growth ETF share in Q2 2026, an estimated $108.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #202 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
417 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.