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

Nvest Wealth Strategies’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 		$8.42M Buy
70,704
+541
+0.8% +$58.5K 5.26% 7
2026
Q1 		$6.78M Sell
70,163
-8,535
-11% -$846K 4.75% 7
2025
Q4 		$7.41M Buy
+78,698
New +$7.43M 5.44% 7

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RA
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
CF
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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Nvest Wealth Strategies's SLYG Position: Q2 2026 in Review

Nvest Wealth Strategies increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.77% in Q2 2026, buying an estimated $58.5K and bringing the position to 70,704 shares worth $8.42M. The position accounts for 5.26% of the portfolio, ranked #7.

Nvest Wealth Strategies first reported a position in SLYG in Q4 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Nvest Wealth Strategies held 70,704 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $8.42M as of Q2 2026.
  • Nvest Wealth Strategies bought 541 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $58.5K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 5.26% of Nvest Wealth Strategies's portfolio in Q2 2026, its #7 holding.
  • Nvest Wealth Strategies first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.