Sage Financial Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Sage Financial Group’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	$3.01M	Buy	31,127 +1,300	+4%	+$129K	0.2%	36
2025 Q4	$2.81M	Buy	29,827 +2,859	+11%	+$270K	0.19%	37
2025 Q3	$2.54M	Buy	26,968 +179	+0.7%	+$16.5K	0.17%	37
2025 Q2	$2.38M	Buy	26,789 +1,256	+5%	+$105K	0.18%	37
2025 Q1	$2.12M	Buy	25,533 +329	+1%	+$29.4K	0.17%	39
2024 Q4	$2.28M	Buy	25,204 +311	+1%	+$29.4K	0.18%	39
2024 Q3	$2.32M	Buy	24,893 +426	+2%	+$38.4K	0.19%	36
2024 Q2	$2.1M	Sell	24,467 -582	-2%	-$49.7K	0.18%	39
2024 Q1	$2.19M	Sell	25,049 -925	-4%	-$77.1K	0.2%	38
2023 Q4	$2.17M	Buy	25,974 +1,504	+6%	+$113K	0.21%	37
2023 Q3	$1.79M	Buy	24,470 +3,066	+14%	+$236K	0.2%	38
2023 Q2	$1.65M	Buy	21,404 +3	+0%	+$219	0.17%	39
2023 Q1	$1.58M	Buy	21,401 +1,802	+9%	+$136K	0.18%	43
2022 Q4	$1.42M	Buy	19,599 +405	+2%	+$29.8K	0.17%	45
2022 Q3	$1.31M	Buy	19,194 +266	+1%	+$20K	0.18%	38
2022 Q2	$1.33M	Buy	18,928 +288	+2%	+$21.9K	0.18%	40
2022 Q1	$1.56M	Sell	18,640 -110	-0.6%	-$9.28K	0.18%	35
2021 Q4	$1.74M	Buy	18,750 +576	+3%	+$52.5K	0.19%	39
2021 Q3	$1.58M	Sell	18,174 -10	-0.1%	-$882	0.19%	35
2021 Q2	$1.61M	Sell	18,184 -961	-5%	-$83.7K	0.2%	35
2021 Q1	$1.64M	Sell	19,145 -358	-2%	-$30.4K	0.22%	34
2020 Q4	$1.49M	Buy	19,503 +6,206	+47%	+$423K	0.2%	34
2020 Q3	$785K	Buy	13,297 +21	+0.2%	+$1.25K	0.13%	34
2020 Q2	$754K	Sell	13,276 -28,551	-68%	-$1.49M	0.14%	35
2020 Q1	$1.93M	Sell	41,827 -13,440	-24%	-$793K	0.36%	27
2019 Q4	$3.57M	Buy	55,267 +625	+1%	+$38.6K	0.49%	26
2019 Q3	$3.26M	Buy	54,642 +440	+0.8%	+$26.5K	0.49%	26
2019 Q2	$3.3M	Buy	54,202 +891	+2%	+$53.6K	0.49%	27
2019 Q1	$3.18M	Buy	53,311 +4,137	+8%	+$244K	0.49%	27
2018 Q4	$2.65M	Buy	+49,174	New	+$2.93M	0.44%	31

Other funds holding SLYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Sage Financial Group's SLYG Position: Q1 2026 in Review

Sage Financial Group increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 4.4% in Q1 2026, buying an estimated $129K and bringing the position to 31,127 shares worth $3.01M. The position accounts for 0.2% of the portfolio, ranked #36.

Sage Financial Group first reported a position in SLYG in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.57M in Q4 2019. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

Sage Financial Group held 31,127 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.01M as of Q1 2026.
Sage Financial Group bought 1,300 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $129K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.2% of Sage Financial Group's portfolio in Q1 2026, its #36 holding.
Sage Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
Sage Financial Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.57M in Q4 2019.
514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.