Summit Wealth Group (Colorado)’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Summit Wealth Group (Colorado)’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	$3.81M	Sell	31,962 -2,912	-8%	-$315K	0.32%	43
2026 Q1	$3.37M	Sell	34,874 -3,245	-9%	-$322K	0.35%	39
2025 Q4	$3.59M	Buy	+38,119	New	+$3.6M	0.48%	33
2025 Q3	–	Sell	-48,721	Closed	-$4.32M	–	609
2025 Q2	$4.32M	Buy	+48,721	New	+$4.07M	1.09%	21

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SLYG Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 8.4% in Q2 2026, selling an estimated $315K and leaving 31,962 shares worth $3.81M. The position accounts for 0.32% of the portfolio, ranked #43.

Summit Wealth Group (Colorado) first reported a position in SLYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.32M in Q2 2025. 557 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Summit Wealth Group (Colorado) held 31,962 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.81M as of Q2 2026.
Summit Wealth Group (Colorado) sold 2,912 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $315K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.32% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #43 holding.
Summit Wealth Group (Colorado) first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
Summit Wealth Group (Colorado)'s State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $4.32M in Q2 2025.
557 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.