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Retirement Management Systems’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Retirement Management Systems’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
Q1 		– Sell
-2,397
Closed -$226K – 57
2025
Q4 		$226K Buy
+2,397
New +$226K 0.06% 53

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
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Retirement Management Systems's SLYG Position: Q1 2026 in Review

Retirement Management Systems sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2026, closing a stake of 2,397 shares — an estimated $226K sold.

Retirement Management Systems first reported a position in SLYG in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 517 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Retirement Management Systems reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Retirement Management Systems sold 2,397 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $226K.
  • Retirement Management Systems first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Retirement Management Systems's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $226K in Q4 2025.
  • 517 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Retirement Management Systems's 13F filing for Q1 2026, filed 14 Apr 2026.