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

Strategies Wealth Advisors’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 		$7.04M Sell
72,912
-1,697
-2% -$168K 0.71% 19
2025
Q4 		$7.03M Sell
74,609
-2,035
-3% -$192K 0.7% 19
2025
Q3 		$7.23M Sell
76,644
-5,436
-7% -$500K 0.75% 19
2025
Q2 		$7.28M Buy
82,080
+31,660
+63% +$2.65M 0.8% 18
2025
Q1 		$4.18M Buy
50,420
+2,172
+5% +$194K 0.51% 23
2024
Q4 		$4.51M Sell
48,248
-3,573
-7% -$338K 0.56% 20
2024
Q3 		$4.83M Buy
51,821
+185
+0.4% +$16.7K 0.65% 20
2024
Q2 		$4.43M Sell
51,636
-716
-1% -$61.2K 0.65% 20
2024
Q1 		$4.57M Sell
52,352
-304
-0.6% -$25.3K 0.7% 20
2023
Q4 		$4.4M Sell
52,656
-1,954
-4% -$147K 0.75% 22
2023
Q3 		$4M Buy
54,610
+1,066
+2% +$82.2K 0.79% 24
2023
Q2 		$4.12M Buy
53,544
+424
+0.8% +$31K 0.84% 22
2023
Q1 		$3.92M Buy
53,120
+586
+1% +$44.2K 0.86% 21
2022
Q4 		$3.8M Buy
+52,534
New +$3.87M 0.94% 22
2022
Q2 		$2.1M Buy
29,811
+3,445
+13% +$261K 0.6% 27
2022
Q1 		$2.21M Buy
26,366
+508
+2% +$42.9K 0.59% 26
2021
Q4 		$2.4M Buy
+25,858
New +$2.36M 0.67% 27

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.83B AUM 16.79% 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

Strategies Wealth Advisors's SLYG Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.3% in Q1 2026, selling an estimated $168K and leaving 72,912 shares worth $7.04M. The position accounts for 0.71% of the portfolio, ranked #19.

Strategies Wealth Advisors first reported a position in SLYG in Q4 2021 and has held it in 17 quarters since. The position peaked at $7.28M in Q2 2025. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Strategies Wealth Advisors held 72,912 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $7.04M as of Q1 2026.
  • Strategies Wealth Advisors sold 1,697 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $168K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.71% of Strategies Wealth Advisors's portfolio in Q1 2026, its #19 holding.
  • Strategies Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Strategies Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $7.28M in Q2 2025.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.