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New England Capital Financial Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

New England Capital Financial 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 		$7.87M Sell
66,065
-465
-0.7% -$50.3K 1.88% 12
2026
Q1 		$6.43M Buy
66,530
+14,126
+27% +$1.4M 1.76% 11
2025
Q4 		$4.94M Buy
52,404
+2,293
+5% +$216K 1.93% 13
2025
Q3 		$4.73M Buy
50,111
+1,352
+3% +$124K 2.01% 10
2025
Q2 		$4.33M Buy
48,759
+3,793
+8% +$317K 1.98% 10
2025
Q1 		$3.73M Sell
44,966
-3,440
-7% -$307K 1.9% 11
2024
Q4 		$4.37M Buy
48,406
+1,668
+4% +$158K 2.13% 10
2024
Q3 		$4.35M Buy
46,738
+846
+2% +$76.2K 2.26% 9
2024
Q2 		$3.94M Buy
45,892
+432
+1% +$36.9K 2.2% 9
2024
Q1 		$3.97M Buy
45,460
+2,948
+7% +$246K 2.24% 9
2023
Q4 		$3.56M Buy
42,512
+47
+0.1% +$3.53K 2.14% 9
2023
Q3 		$3.11M Buy
42,465
+1,492
+4% +$115K 2.14% 9
2023
Q2 		$3.15M Buy
40,973
+2,162
+6% +$158K 2.08% 9
2023
Q1 		$2.86M Buy
38,811
+864
+2% +$65.2K 2.02% 9
2022
Q4 		$2.86M Buy
+37,947
New +$2.79M 2.03% 10

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

New England Capital Financial Advisors's SLYG Position: Q2 2026 in Review

New England Capital Financial Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.7% in Q2 2026, selling an estimated $50.3K and leaving 66,065 shares worth $7.87M. The position accounts for 1.88% of the portfolio, ranked #12.

New England Capital Financial Advisors 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.

  • New England Capital Financial Advisors held 66,065 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $7.87M as of Q2 2026.
  • New England Capital Financial Advisors sold 465 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $50.3K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.88% of New England Capital Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • New England Capital Financial Advisors 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 New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.