Pension & Wealth Management Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Pension & Wealth Management Advisors’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	$32.3K	Hold	270	–	–	0.01%	367
2026 Q1	$26.2K	Hold	270	–	–	0.01%	353
2025 Q4	$25.5K	Hold	270	–	–	0.01%	363
2025 Q3	$25.5K	Hold	270	–	–	0.01%	346
2025 Q2	$24K	Hold	270	–	–	0.01%	320
2025 Q1	$22.5K	Hold	270	–	–	0.01%	326
2024 Q4	$24.5K	Hold	270	–	–	0.01%	324
2024 Q3	$25.2K	Hold	270	–	–	0.01%	270
2024 Q2	$23.3K	Hold	270	–	–	0.01%	251
2024 Q1	$23.6K	Hold	270	–	–	0.02%	241
2023 Q4	$22.7K	Buy	+270	New	+$20.3K	0.01%	223

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Pension & Wealth Management Advisors's SLYG Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2026 at 270 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #367.

Pension & Wealth Management Advisors first reported a position in SLYG in Q4 2023 and has held it in 11 quarters since. 541 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Pension & Wealth Management Advisors held 270 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $32.3K as of Q2 2026.
Pension & Wealth Management Advisors left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #367 holding.
Pension & Wealth Management Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
541 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.