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

PlanVest Financial’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 		$13.5K Hold
113
– – 0.01% 381
2026
Q1 		$10.9K Buy
+113
New +$11.2K 0.01% 365

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DE
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PlanVest Financial's SLYG Position: Q2 2026 in Review

PlanVest Financial held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2026 at 113 shares worth $13.5K. The position accounts for 0.01% of the portfolio, ranked #381.

PlanVest Financial first reported a position in SLYG in Q1 2026 and has held it in 2 quarters since. 547 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • PlanVest Financial held 113 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $13.5K as of Q2 2026.
  • PlanVest Financial 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 PlanVest Financial's portfolio in Q2 2026, its #381 holding.
  • PlanVest Financial first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 547 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.