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Richmond Investment Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Richmond Investment Services’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 		– Sell
-5,461
Closed -$528K – 231
2026
Q1 		$528K Buy
5,461
+3,114
+133% +$309K 0.09% 154
2025
Q4 		$221K Buy
+2,347
New +$222K 0.04% 217

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DE
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Richmond Investment Services's SLYG Position: Q2 2026 in Review

Richmond Investment Services sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2026, closing a stake of 5,461 shares — an estimated $528K sold.

Richmond Investment Services first reported a position in SLYG in Q4 2025 and held it in 2 quarters. The position peaked at $528K in Q1 2026. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Richmond Investment Services reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Richmond Investment Services sold 5,461 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $528K.
  • Richmond Investment Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • Richmond Investment Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $528K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.