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

Phillips Financial 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	$11.4K	Hold	96	–	–	﹤0.01%	270
2026 Q1	$9.28K	Hold	96	–	–	﹤0.01%	270
2025 Q4	$9.04K	Hold	96	–	–	﹤0.01%	290
2025 Q3	$9.05K	Hold	96	–	–	﹤0.01%	290
2025 Q2	$8.52K	Hold	96	–	–	﹤0.01%	259
2025 Q1	$7.97K	Hold	96	–	–	﹤0.01%	249
2024 Q4	$8.67K	Hold	96	–	–	﹤0.01%	244
2024 Q3	$8.94K	Hold	96	–	–	﹤0.01%	257
2024 Q2	$8.24K	Hold	96	–	–	﹤0.01%	250
2024 Q1	$8.37K	Hold	96	–	–	﹤0.01%	244
2023 Q4	$8.03K	Hold	96	–	–	﹤0.01%	229
2023 Q3	$7.03K	Hold	96	–	–	﹤0.01%	226
2023 Q2	$7.39K	Hold	96	–	–	﹤0.01%	223
2023 Q1	$7.08K	Hold	96	–	–	﹤0.01%	227
2022 Q4	$6.93K	Hold	96	–	–	﹤0.01%	213
2022 Q3	$7K	Buy	+96	New	+$7.21K	﹤0.01%	210

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

Phillips Financial Management's SLYG Position: Q2 2026 in Review

Phillips Financial Management held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2026 at 96 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Phillips Financial Management first reported a position in SLYG in Q3 2022 and has held it in 16 quarters since. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Phillips Financial Management held 96 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $11.4K as of Q2 2026.
Phillips Financial Management 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 Phillips Financial Management's portfolio in Q2 2026, its #270 holding.
Phillips Financial Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2022 and has held it in 16 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 Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.