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

SageView Advisory 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 		– Sell
-15
Closed -$1.41K – 2129
2025
Q4 		$1.41K Buy
+15
New +$1.42K ﹤0.01% 2308

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

SageView Advisory Group's SLYG Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2026, closing a stake of 15 shares — an estimated $1.41K sold.

SageView Advisory Group first reported a position in SLYG in Q4 2025 and held it in 1 quarter. The position peaked at $1.41K in Q4 2025. 517 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 15 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $1.41K.
  • SageView Advisory Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.41K 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 SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.