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Perennial Investment Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Perennial Investment 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
Q1 		$3M Buy
31,014
+1,355
+5% +$134K 0.24% 89
2025
Q4 		$2.79M Buy
29,659
+196
+0.7% +$18.5K 0.22% 92
2025
Q3 		$2.78M Sell
29,463
-2,812
-9% -$259K 0.23% 88
2025
Q2 		$2.87M Sell
32,275
-1,605
-5% -$134K 0.28% 79
2025
Q1 		$2.81M Sell
33,880
-15,971
-32% -$1.43M 0.32% 64
2024
Q4 		$4.5M Sell
49,851
-44,954
-47% -$4.25M 0.53% 39
2024
Q3 		$8.83M Sell
94,805
-652
-0.7% -$58.7K 1.14% 20
2024
Q2 		$8.2M Buy
95,457
+3,756
+4% +$321K 1.17% 18
2024
Q1 		$8M Buy
91,701
+2,223
+2% +$185K 1.21% 18
2023
Q4 		$7.48M Buy
89,478
+128
+0.1% +$9.6K 1.24% 18
2023
Q3 		$6.55M Sell
89,350
-733
-0.8% -$56.5K 1.18% 17
2023
Q2 		$6.93M Sell
90,083
-10,139
-10% -$741K 1.22% 15
2023
Q1 		$7.39M Buy
+100,222
New +$7.56M 1.37% 13

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 $2.07B AUM 22.34% 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

Perennial Investment Advisors's SLYG Position: Q1 2026 in Review

Perennial Investment Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 4.6% in Q1 2026, buying an estimated $134K and bringing the position to 31,014 shares worth $3M. The position accounts for 0.24% of the portfolio, ranked #89.

Perennial Investment Advisors first reported a position in SLYG in Q1 2023 and has held it in 13 quarters since. The position peaked at $8.83M in Q3 2024. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Perennial Investment Advisors held 31,014 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3M as of Q1 2026.
  • Perennial Investment Advisors bought 1,355 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $134K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.24% of Perennial Investment Advisors's portfolio in Q1 2026, its #89 holding.
  • Perennial Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • Perennial Investment Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $8.83M in Q3 2024.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.