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Optimist Retirement Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Optimist Retirement Group’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 		$12.9M Buy
133,819
+153
+0.1% +$15.2K 5.7% 5
2025
Q4 		$12.6M Sell
133,666
-63
-0% -$5.95K 5.77% 5
2025
Q3 		$12.6M Buy
133,729
+1,347
+1% +$124K 5.7% 4
2025
Q2 		$11.7M Buy
132,382
+1,218
+0.9% +$102K 5.63% 4
2025
Q1 		$10.9M Buy
131,164
+1,123
+0.9% +$100K 5.45% 4
2024
Q4 		$11.7M Buy
130,041
+4,419
+4% +$418K 5.56% 4
2024
Q3 		$11.7M Buy
125,622
+2,717
+2% +$245K 5.28% 4
2024
Q2 		$10.6M Buy
122,905
+868
+0.7% +$74.2K 5.55% 4
2024
Q1 		$10.6M Buy
122,037
+4,449
+4% +$371K 5.47% 4
2023
Q4 		$9.83M Buy
+117,588
New +$8.82M 6.39% 4

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 $982M AUM 15.11% 1-Year Est. Return

Optimist Retirement Group's SLYG Position: Q1 2026 in Review

Optimist Retirement Group increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.11% in Q1 2026, buying an estimated $15.2K and bringing the position to 133,819 shares worth $12.9M. The position accounts for 5.7% of the portfolio, ranked #5.

Optimist Retirement Group first reported a position in SLYG in Q4 2023 and has held it in 10 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Optimist Retirement Group held 133,819 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $12.9M as of Q1 2026.
  • Optimist Retirement Group bought 153 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $15.2K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 5.7% of Optimist Retirement Group's portfolio in Q1 2026, its #5 holding.
  • Optimist Retirement Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.