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TrueNorth Wealth & Impact, LLC’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$896K Buy
+8,379
New +$958K 0.34% 57

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NorthRock Partners
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Everhart Financial Group
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Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's SLYG Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2026: 8,379 shares worth $896K. The stake represents 0.34% of the portfolio and ranks #57 among its holdings.

484 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 8,379 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $896K as of Q3 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.34% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #57 holding.
  • 484 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.