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 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

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

Portside Wealth Group's SLYG Position: Q2 2026 in Review

Portside Wealth Group increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 4.8% in Q2 2026, buying an estimated $147K and bringing the position to 29,812 shares worth $3.55M. The position accounts for 0.41% of the portfolio, ranked #58.

Portside Wealth Group first reported a position in SLYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.46M in Q3 2024. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Portside Wealth Group held 29,812 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.55M as of Q2 2026.
Portside Wealth Group bought 1,361 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $147K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.41% of Portside Wealth Group's portfolio in Q2 2026, its #58 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 13 quarters since.
Portside Wealth Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $5.46M in Q3 2024.
556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.