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SHP Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

SHP Wealth Management’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 		$173K Sell
1,789
-705
-28% -$69.9K 0.01% 294
2025
Q4 		$235K Buy
+2,494
New +$235K 0.02% 231

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 $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 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 $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SHP Wealth Management's SLYG Position: Q1 2026 in Review

SHP Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 28% in Q1 2026, selling an estimated $69.9K and leaving 1,789 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #294.

SHP Wealth Management first reported a position in SLYG in Q4 2025 and has held it in 2 quarters since. The position peaked at $235K in Q4 2025. 516 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • SHP Wealth Management held 1,789 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $173K as of Q1 2026.
  • SHP Wealth Management sold 705 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $69.9K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #294 holding.
  • SHP Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $235K in Q4 2025.
  • 516 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.