SF
SLYG icon

Summit Financial’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Summit Financial’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 		$5.02M Buy
51,946
+45,129
+662% +$4.47M 0.06% 315
2025
Q4 		$642K Hold
6,817
– – 0.01% 808
2025
Q3 		$643K Buy
6,817
+434
+7% +$39.9K 0.01% 798
2025
Q2 		$566K Hold
6,383
– – 0.01% 550
2025
Q1 		$530K Sell
6,383
-504
-7% -$45K 0.01% 497
2024
Q4 		$622K Buy
6,887
+505
+8% +$47.7K 0.02% 410
2024
Q3 		$594K Hold
6,382
– – 0.02% 346
2024
Q2 		$548K Hold
6,382
– – 0.03% 313
2024
Q1 		$557K Hold
6,382
– – 0.03% 237
2023
Q4 		$534K Buy
6,382
+1
+0% +$75 0.03% 239
2023
Q3 		$468K Hold
6,381
– – 0.03% 243
2023
Q2 		$491K Buy
6,381
+65
+1% +$4.75K 0.04% 226
2023
Q1 		$466K Hold
6,316
– – 0.04% 175
2022
Q4 		$456K Hold
6,316
– – 0.04% 180
2022
Q3 		$430K Hold
6,316
– – 0.04% 183
2022
Q2 		$445K Hold
6,316
– – 0.04% 163
2022
Q1 		$529K Hold
6,316
– – 0.04% 171
2021
Q4 		$586K Hold
6,316
– – 0.04% 156
2021
Q3 		$550K Buy
+6,316
New +$557K 0.05% 136

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 $982M AUM 15.11% 1-Year Est. Return

Summit Financial's SLYG Position: Q1 2026 in Review

Summit Financial increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 662% in Q1 2026, buying an estimated $4.47M and bringing the position to 51,946 shares worth $5.02M. The position accounts for 0.06% of the portfolio, ranked #315.

Summit Financial first reported a position in SLYG in Q3 2021 and has held it in 19 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Summit Financial held 51,946 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $5.02M as of Q1 2026.
  • Summit Financial bought 45,129 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $4.47M.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.06% of Summit Financial's portfolio in Q1 2026, its #315 holding.
  • Summit Financial first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.