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Optima Capital’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Optima Capital’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
Q1 		– Sell
-277
Closed -$26.1K – 1106
2025
Q4 		$26.1K Buy
+277
New +$26.1K 0.01% 391

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Optima Capital's SLYG Position: Q1 2026 in Review

Optima Capital sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2026, closing a stake of 277 shares — an estimated $26.1K sold.

Optima Capital first reported a position in SLYG in Q4 2025 and held it in 1 quarter. The position peaked at $26.1K in Q4 2025. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Optima Capital reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 277 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $26.1K.
  • Optima Capital first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $26.1K in Q4 2025.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.