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Partners in Financial Planning’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Partners in Financial Planning’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 		$2.16M Sell
18,158
-532
-3% -$57.6K 0.33% 32
2026
Q1 		$1.81M Buy
18,690
+19
+0.1% +$1.88K 0.3% 33
2025
Q4 		$1.76M Buy
18,671
+163
+0.9% +$15.4K 0.3% 33
2025
Q3 		$1.75M Buy
18,508
+25
+0.1% +$2.3K 0.3% 33
2025
Q2 		$1.64M Buy
18,483
+7,678
+71% +$642K 0.3% 33
2025
Q1 		$897K Sell
10,805
-85
-0.8% -$7.59K 0.18% 48
2024
Q4 		$984K Sell
10,890
-1,094
-9% -$103K 0.2% 44
2024
Q3 		$1.12M Sell
11,984
-794
-6% -$71.5K 0.23% 44
2024
Q2 		$1.1M Sell
12,778
-86
-0.7% -$7.35K 0.24% 44
2024
Q1 		$1.12M Sell
12,864
-731
-5% -$60.9K 0.25% 43
2023
Q4 		$1.14M Sell
13,595
-3,523
-21% -$264K 0.27% 41
2023
Q3 		$1.25M Sell
17,118
-332
-2% -$25.6K 0.32% 38
2023
Q2 		$1.34M Buy
17,450
+201
+1% +$14.7K 0.34% 36
2023
Q1 		$1.27M Sell
17,249
-86
-0.5% -$6.49K 0.33% 40
2022
Q4 		$1.25M Buy
17,335
+6,552
+61% +$482K 0.35% 37
2022
Q3 		$822K Buy
10,783
+956
+10% +$71.8K 0.23% 43
2022
Q2 		$746K Buy
9,827
+77
+0.8% +$5.84K 0.24% 43
2022
Q1 		$768K Sell
9,750
-418
-4% -$35.3K 0.24% 41
2021
Q4 		$846K Buy
10,168
+1,325
+15% +$121K 0.26% 39
2021
Q3 		$770K Buy
8,843
+12
+0.1% +$1.06K 0.24% 40
2021
Q2 		$784K Buy
+8,831
New +$770K 0.25% 40

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 $1.62B AUM 25.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Partners in Financial Planning's SLYG Position: Q2 2026 in Review

Partners in Financial Planning reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.8% in Q2 2026, selling an estimated $57.6K and leaving 18,158 shares worth $2.16M. The position accounts for 0.33% of the portfolio, ranked #32.

Partners in Financial Planning first reported a position in SLYG in Q2 2021 and has held it in 21 quarters since. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Partners in Financial Planning held 18,158 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.16M as of Q2 2026.
  • Partners in Financial Planning sold 532 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $57.6K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.33% of Partners in Financial Planning's portfolio in Q2 2026, its #32 holding.
  • Partners in Financial Planning first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.