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

Stonebridge 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 Q2	$515K	Sell	4,327 -140	-3%	-$15.1K	0.46%	26
2026 Q1	$432K	Buy	4,467 +95	+2%	+$9.41K	0.41%	27
2025 Q4	$412K	Sell	4,372 -15,942	-78%	-$1.5M	0.39%	30
2025 Q3	$1.92M	Sell	20,314 -195	-1%	-$17.9K	1.64%	17
2025 Q2	$1.82M	Buy	+20,509	New	+$1.71M	1.72%	16

Other funds holding SLYG

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Stonebridge Wealth Management's SLYG Position: Q2 2026 in Review

Stonebridge Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 3.1% in Q2 2026, selling an estimated $15.1K and leaving 4,327 shares worth $515K. The position accounts for 0.46% of the portfolio, ranked #26.

Stonebridge Wealth Management first reported a position in SLYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.92M in Q3 2025. 84 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Stonebridge Wealth Management held 4,327 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $515K as of Q2 2026.
Stonebridge Wealth Management sold 140 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $15.1K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.46% of Stonebridge Wealth Management's portfolio in Q2 2026, its #26 holding.
Stonebridge Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Stonebridge Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.92M in Q3 2025.
84 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.