PWG
SLYG icon

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 0.36% 63
2025
Q3 		$2.35M Sell
24,875
-30,853
-55% -$2.84M 0.33% 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

EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $159M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RCP
Roan Capital Partners Johnson City, Tennessee $121M AUM