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

QTR Family Wealth’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
2025
Q2 		– Sell
-2,455
Closed -$204K – 193
2025
Q1 		$204K Buy
+2,455
New +$219K 0.15% 155

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

QTR Family Wealth's SLYG Position: Q2 2025 in Review

QTR Family Wealth sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2025, closing a stake of 2,455 shares — an estimated $204K sold.

QTR Family Wealth first reported a position in SLYG in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 483 funds tracked by Wall St. Rank hold SLYG as of Q2 2025.

  • QTR Family Wealth reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • QTR Family Wealth sold 2,455 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2025, an estimated $204K.
  • QTR Family Wealth first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • QTR Family Wealth's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $204K in Q1 2025.
  • 483 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2025.

Based on QTR Family Wealth's 13F filing for Q2 2025, filed 18 Jul 2025.