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 Q3	$431K	Sell	4,031 -296	-7%	-$33.8K	0.38%	28
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

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Stonebridge Wealth Management's SLYG Position: Q3 2026 in Review

Stonebridge Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 6.8% in Q3 2026, selling an estimated $33.8K and leaving 4,031 shares worth $431K. The position accounts for 0.38% of the portfolio, ranked #28.

Stonebridge Wealth Management first reported a position in SLYG in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.92M in Q3 2025. 147 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

Stonebridge Wealth Management held 4,031 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $431K as of Q3 2026.
Stonebridge Wealth Management sold 296 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $33.8K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.38% of Stonebridge Wealth Management's portfolio in Q3 2026, its #28 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 6 quarters since.
Stonebridge Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.92M in Q3 2025.
147 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.