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

Perigon Wealth Management’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 		$1.63M Buy
+16,825
New +$1.67M 0.03% 418
2018
Q2 		– Sell
-780
Closed -$45K – 535
2018
Q1 		$45K Sell
780
-56
-7% -$3.26K 0.02% 328
2017
Q4 		$48K Buy
+836
New +$48.2K 0.02% 292
2017
Q2 		– Sell
-56
Closed -$3K – 621
2017
Q1 		$3K Sell
56
-28
-33% -$1.47K ﹤0.01% 590
2016
Q4 		$4K Buy
+84
New +$4.11K ﹤0.01% 665

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 $1.1B AUM 20.77% 1-Year Est. Return

Perigon Wealth Management's SLYG Position: Q1 2026 in Review

Perigon Wealth Management opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2026: 16,825 shares worth $1.63M. The stake represents 0.03% of the portfolio and ranks #418 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in SLYG as recently as Q1 2018.

Perigon Wealth Management first reported a position in SLYG in Q4 2016 and has held it in 5 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Perigon Wealth Management held 16,825 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.63M as of Q1 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF was a new Perigon Wealth Management position in Q1 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #418 holding.
  • Perigon Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2016 and has held it in 5 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 Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.