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Steward Partners Investment Advisory’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Steward Partners Investment Advisory’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 		$108K Sell
905
-39,499
-98% -$4.27M ﹤0.01% 2550
2026
Q1 		$3.9M Buy
40,404
+2,543
+7% +$252K 0.02% 599
2025
Q4 		$3.57M Buy
37,861
+529
+1% +$49.9K 0.02% 581
2025
Q3 		$3.52M Sell
37,332
-1,120
-3% -$103K 0.02% 576
2025
Q2 		$3.41M Sell
38,452
-23,776
-38% -$1.99M 0.03% 539
2025
Q1 		$5.16M Buy
62,228
+4,602
+8% +$411K 0.05% 389
2024
Q4 		$5.21M Sell
57,626
-1,779
-3% -$168K 0.05% 366
2024
Q3 		$5.53M Buy
59,405
+13,492
+29% +$1.22M 0.05% 338
2024
Q2 		$3.94M Buy
45,913
+126
+0.3% +$10.8K 0.04% 393
2024
Q1 		$3.99M Buy
45,787
+721
+2% +$60.1K 0.04% 384
2023
Q4 		$3.77M Buy
45,066
+18,455
+69% +$1.38M 0.05% 345
2023
Q3 		$1.95M Sell
26,611
-22,846
-46% -$1.76M 0.03% 480
2023
Q2 		$3.81M Buy
49,457
+20,351
+70% +$1.49M 0.06% 317
2023
Q1 		$2.15M Buy
29,106
+955
+3% +$72.1K 0.03% 451
2022
Q4 		$2.03M Sell
28,151
-986
-3% -$72.6K 0.03% 446
2022
Q3 		$1.99M Buy
29,137
+14,726
+102% +$1.11M 0.04% 430
2022
Q2 		$1.02M Sell
14,411
-15,460
-52% -$1.17M 0.02% 629
2022
Q1 		$2.5M Buy
29,871
+29,861
+298,610% +$2.52M 0.04% 410
2021
Q4 		$1K Buy
10
+5
+100% +$456 ﹤0.01% 3124
2021
Q3 		$0 Buy
+5
New +$441 ﹤0.01% 3314
2021
Q2 		– Sell
-1,036
Closed -$88.9K – 7371
2021
Q1 		$88.9K Buy
+1,036
New +$88.1K ﹤0.01% 1684
2020
Q4 		– Sell
-56
Closed -$3K – 2981
2020
Q3 		$3K Hold
56
– – ﹤0.01% 2521
2020
Q2 		$3K Hold
56
– – ﹤0.01% 2413
2020
Q1 		$2K Sell
56
-2,122
-97% -$125K ﹤0.01% 2317
2019
Q4 		$140K Buy
2,178
+1,998
+1,110% +$123K ﹤0.01% 996
2019
Q3 		$10K Hold
180
– – ﹤0.01% 2001
2019
Q2 		$10K Buy
+180
New +$10.8K ﹤0.01% 1992
2019
Q1 		– Sell
-4,506
Closed -$243K – 831
2018
Q4 		$243K Buy
4,506
+4,222
+1,487% +$251K 0.01% 650
2018
Q3 		$19K Hold
284
– – ﹤0.01% 1586
2018
Q2 		$18K Hold
284
– – ﹤0.01% 1512
2018
Q1 		$16K Sell
284
-232
-45% -$13.5K ﹤0.01% 1419
2017
Q4 		$29K Buy
+516
New +$29.8K ﹤0.01% 1006

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Steward Partners Investment Advisory's SLYG Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 98% in Q2 2026, selling an estimated $4.27M and leaving 905 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Steward Partners Investment Advisory first reported a position in SLYG in Q4 2017 and has held it in 32 quarters since. The position peaked at $5.53M in Q3 2024. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Steward Partners Investment Advisory held 905 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $108K as of Q2 2026.
  • Steward Partners Investment Advisory sold 39,499 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $4.27M.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2550 holding.
  • Steward Partners Investment Advisory first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and has held it in 32 quarters since.
  • Steward Partners Investment Advisory's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $5.53M in Q3 2024.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.