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Patriot Financial Group Insurance Agency’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Patriot Financial Group Insurance Agency’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 		$552K Sell
4,634
-4,652
-50% -$503K 0.06% 297
2026
Q1 		$897K Buy
9,286
+4,645
+100% +$460K 0.05% 315
2025
Q4 		$437K Buy
4,641
+1
+0% +$94 0.05% 315
2025
Q3 		$438K Sell
4,640
-69
-1% -$6.35K 0.06% 308
2025
Q2 		$418K Sell
4,709
-549
-10% -$45.9K 0.05% 342
2025
Q1 		$436K Buy
5,258
+1
+0% +$89 0.06% 314
2024
Q4 		$475K Sell
5,257
-39
-0.7% -$3.69K 0.06% 291
2024
Q3 		$493K Buy
5,296
+2
+0% +$180 0.07% 296
2024
Q2 		$455K Sell
5,294
-413
-7% -$35.3K 0.07% 285
2024
Q1 		$498K Sell
5,707
-50
-0.9% -$4.17K 0.08% 275
2023
Q4 		$481K Sell
5,757
-351
-6% -$26.3K 0.09% 253
2023
Q3 		$448K Buy
6,108
+3
+0% +$231 0.09% 258
2023
Q2 		$470K Buy
6,105
+4
+0.1% +$292 0.09% 255
2023
Q1 		$450K Sell
6,101
-480
-7% -$36.2K 0.09% 239
2022
Q4 		$475K Sell
6,581
-21
-0.3% -$1.55K 0.06% 221
2022
Q3 		$450K Sell
6,602
-129
-2% -$9.69K 0.11% 211
2022
Q2 		$475K Sell
6,731
-163
-2% -$12.4K 0.1% 210
2022
Q1 		$578K Sell
6,894
-451
-6% -$38.1K 0.1% 213
2021
Q4 		$682K Sell
7,345
-26
-0.4% -$2.37K 0.11% 188
2021
Q3 		$642K Buy
7,371
+16
+0.2% +$1.41K 0.11% 190
2021
Q2 		$653K Buy
7,355
+2
+0% +$174 0.12% 185
2021
Q1 		$631K Sell
7,353
-56
-0.8% -$4.76K 0.14% 162
2020
Q4 		$566K Buy
7,409
+245
+3% +$16.7K 0.14% 157
2020
Q3 		$423K Sell
7,164
-438
-6% -$26.2K 0.14% 161
2020
Q2 		$432K Sell
7,602
-3,833
-34% -$200K 0.17% 139
2020
Q1 		$528K Sell
11,435
-70
-0.6% -$4.13K 0.24% 88
2019
Q4 		$742K Buy
11,505
+323
+3% +$19.9K 0.28% 72
2019
Q3 		$666K Buy
11,182
+260
+2% +$15.7K 0.3% 67
2019
Q2 		$664K Buy
10,922
+674
+7% +$40.5K 0.29% 58
2019
Q1 		$612K Buy
10,248
+1,426
+16% +$84.3K 0.31% 54
2018
Q4 		$476K Buy
8,822
+7,153
+429% +$426K 0.31% 55
2018
Q3 		$113K Sell
1,669
-1
-0.1% -$67 0.07% 191
2018
Q2 		$106K Buy
1,670
+30
+2% +$1.84K 0.11% 110
2018
Q1 		$93K Hold
1,640
– – 0.07% 224
2017
Q4 		$94K Buy
1,640
+8
+0.5% +$461 0.07% 219
2017
Q3 		$94K Hold
1,632
– – 0.08% 184
2017
Q2 		$88K Buy
1,632
+4
+0.2% +$213 0.09% 171
2017
Q1 		$84K Hold
1,628
– – 0.09% 167
2016
Q4 		$84K Buy
+1,628
New +$79.7K 0.11% 156

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

Patriot Financial Group Insurance Agency's SLYG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 50% in Q2 2026, selling an estimated $503K and leaving 4,634 shares worth $552K. The position accounts for 0.06% of the portfolio, ranked #297.

Patriot Financial Group Insurance Agency first reported a position in SLYG in Q4 2016 and has held it in 39 quarters since. The position peaked at $897K in Q1 2026. 353 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,634 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $552K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 4,652 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $503K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.06% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #297 holding.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $897K in Q1 2026.
  • 353 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.