SIM
SLYG icon

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

Synergy Investment 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 		$114K Sell
960
-758
-44% -$82K 0.03% 240
2026
Q1 		$166K Buy
+1,718
New +$170K 0.05% 149
2025
Q2 		– Sell
-476
Closed -$39.5K – 485
2025
Q1 		$39.5K Buy
476
+288
+153% +$25.7K 0.02% 253
2024
Q4 		$17K Buy
+188
New +$17.8K 0.01% 340

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DE
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Synergy Investment Management's SLYG Position: Q2 2026 in Review

Synergy Investment Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 44% in Q2 2026, selling an estimated $82K and leaving 960 shares worth $114K. The position accounts for 0.03% of the portfolio, ranked #240.

Synergy Investment Management first reported a position in SLYG in Q4 2024 and has held it in 4 quarters since. The position peaked at $166K in Q1 2026. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Synergy Investment Management held 960 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $114K as of Q2 2026.
  • Synergy Investment Management sold 758 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $82K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #240 holding.
  • Synergy Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $166K in Q1 2026.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.