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

Pinnacle Family 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	$1.94M	Buy	+20,057	New	+$1.99M	0.91%	25
2024 Q4	–	Sell	-18,771	Closed	-$1.75M	–	125
2024 Q3	$1.75M	Buy	+18,771	New	+$1.69M	0.91%	30
2024 Q2	–	Sell	-64,822	Closed	-$5.65M	–	121
2024 Q1	$5.65M	Buy	64,822 +17,487	+37%	+$1.46M	3.01%	9
2023 Q4	$3.96M	Buy	+47,335	New	+$3.55M	2.33%	13
2020 Q1	–	Sell	-4,767	Closed	-$308K	–	90
2019 Q4	$308K	Sell	4,767 -414	-8%	-$25.5K	0.28%	60
2019 Q3	$309K	Sell	5,181 -7,505	-59%	-$453K	0.27%	58
2019 Q2	$773K	Sell	12,686 -518	-4%	-$31.1K	0.64%	37
2019 Q1	$788K	Sell	13,204 -16,891	-56%	-$998K	0.7%	38
2018 Q4	$1.62M	Sell	30,095 -7,077	-19%	-$422K	1.09%	27
2018 Q3	$2.51M	Buy	37,172 +28,622	+335%	+$1.92M	1.33%	20
2018 Q2	$540K	Buy	+8,550	New	+$525K	0.29%	49
2018 Q1	–	Sell	-15,476	Closed	-$880K	–	77
2017 Q4	$880K	Buy	+15,476	New	+$893K	0.41%	47
2017 Q2	–	Sell	-29,220	Closed	-$1.55M	–	81
2017 Q1	$1.55M	Buy	29,220 +4,920	+20%	+$259K	0.96%	20
2016 Q4	$1.26M	Buy	+24,300	New	+$1.19M	0.77%	31

Other funds holding SLYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Pinnacle Family Advisors's SLYG Position: Q1 2026 in Review

Pinnacle Family Advisors opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2026: 20,057 shares worth $1.94M. The stake represents 0.91% of the portfolio and ranks #25 among its holdings. This is a return to the name: Pinnacle Family Advisors previously reported a position in SLYG as recently as Q3 2024.

Pinnacle Family Advisors first reported a position in SLYG in Q4 2016 and has held it in 14 quarters since. The position peaked at $5.65M in Q1 2024. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

Pinnacle Family Advisors held 20,057 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.94M as of Q1 2026.
State Street SPDR S&P 600 Small Cap Growth ETF was a new Pinnacle Family Advisors position in Q1 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.91% of Pinnacle Family Advisors's portfolio in Q1 2026, its #25 holding.
Pinnacle Family Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2016 and has held it in 14 quarters since.
Pinnacle Family Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $5.65M in Q1 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 Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.