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

Portside Wealth Group’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 Q3	$3.73M	Buy	34,878 +5,066	+17%	+$579K	0.41%	52
2026 Q2	$3.55M	Buy	29,812 +1,361	+5%	+$147K	0.41%	58
2026 Q1	$2.75M	Buy	28,451 +619	+2%	+$61.3K	0.37%	60
2025 Q4	$2.62M	Buy	27,832 +2,957	+12%	+$279K	0.35%	63
2025 Q3	$2.35M	Sell	24,875 -30,853	-55%	-$2.84M	0.32%	69
2025 Q2	$4.95M	Buy	55,728 +3,132	+6%	+$262K	0.73%	30
2025 Q1	$4.37M	Buy	52,596 +3,504	+7%	+$313K	0.71%	35
2024 Q4	$4.44M	Sell	49,092 -9,497	-16%	-$898K	0.73%	34
2024 Q3	$5.46M	Buy	58,589 +5,982	+11%	+$539K	0.93%	24
2024 Q2	$4.52M	Buy	52,607 +25,101	+91%	+$2.14M	0.86%	25
2024 Q1	$2.4M	Buy	27,506 +1,947	+8%	+$162K	0.44%	62
2023 Q4	$2.14M	Buy	25,559 +1,409	+6%	+$106K	0.4%	73
2023 Q3	$1.77M	Buy	24,150 +734	+3%	+$56.6K	0.33%	81
2023 Q2	$1.8M	Buy	+23,416	New	+$1.71M	0.33%	79

Other funds holding SLYG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Portside Wealth Group's SLYG Position: Q3 2026 in Review

Portside Wealth Group increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 17% in Q3 2026, buying an estimated $579K and bringing the position to 34,878 shares worth $3.73M. The position accounts for 0.41% of the portfolio, ranked #52.

Portside Wealth Group first reported a position in SLYG in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.46M in Q3 2024. 147 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

Portside Wealth Group held 34,878 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.73M as of Q3 2026.
Portside Wealth Group bought 5,066 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $579K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.41% of Portside Wealth Group's portfolio in Q3 2026, its #52 holding.
Portside Wealth Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2023 and has held it in 14 quarters since.
Portside Wealth Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $5.46M in Q3 2024.
147 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.