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 Q2	$2M	Sell	16,750 -75	-0.4%	-$8.12K	0.03%	413
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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Perigon Wealth Management's SLYG Position: Q2 2026 in Review

Perigon Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.45% in Q2 2026, selling an estimated $8.12K and leaving 16,750 shares worth $2M. The position accounts for 0.03% of the portfolio, ranked #413.

Perigon Wealth Management first reported a position in SLYG in Q4 2016 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Perigon Wealth Management held 16,750 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2M as of Q2 2026.
Perigon Wealth Management sold 75 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $8.12K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #413 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 6 quarters since.
558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

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