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

Rothschild Investment 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
Q2 		$317K Hold
2,657
– – 0.01% 746
2026
Q1 		$257K Hold
2,657
– – 0.01% 592
2025
Q4 		$250K Hold
2,657
– – 0.01% 548
2025
Q3 		$251K Hold
2,657
– – 0.01% 532
2025
Q2 		$236K Hold
2,657
– – 0.01% 471
2025
Q1 		$221K Hold
2,657
– – 0.01% 485
2024
Q4 		$240K Hold
2,657
– – 0.02% 463
2024
Q3 		$247K Buy
+2,657
New +$239K 0.02% 464

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return

Rothschild Investment LLC's SLYG Position: Q2 2026 in Review

Rothschild Investment LLC held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2026 at 2,657 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #746.

Rothschild Investment LLC first reported a position in SLYG in Q3 2024 and has held it in 8 quarters since. 349 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Rothschild Investment LLC held 2,657 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $317K as of Q2 2026.
  • Rothschild Investment LLC left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q2 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #746 holding.
  • Rothschild Investment LLC first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 349 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.