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

Smallwood Wealth Investment 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
Q2 		$2.38K Hold
20
– – ﹤0.01% 400
2026
Q1 		$1.93K Hold
20
– – ﹤0.01% 413
2025
Q4 		$1.88K Hold
20
– – ﹤0.01% 403
2025
Q3 		$1.89K Hold
20
– – ﹤0.01% 399
2025
Q2 		$1.77K Hold
20
– – ﹤0.01% 411
2025
Q1 		$1.66K Buy
+20
New +$1.78K ﹤0.01% 395

Other funds holding SLYG

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
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
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
KA
Klingman & Associates New York $2.35B AUM 23.18% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Smallwood Wealth Investment Management's SLYG Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2026 at 20 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Smallwood Wealth Investment Management first reported a position in SLYG in Q1 2025 and has held it in 6 quarters since. 244 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Smallwood Wealth Investment Management held 20 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.38K as of Q2 2026.
  • Smallwood Wealth Investment Management 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 Smallwood Wealth Investment Management's portfolio in Q2 2026, its #400 holding.
  • Smallwood Wealth Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 244 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.