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

Tobias Financial 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
Q2 		$1.89M Sell
15,860
-157
-1% -$17K 0.24% 50
2026
Q1 		$1.55M Sell
16,017
-1,941
-11% -$192K 0.22% 54
2025
Q4 		$1.69M Sell
17,958
-383
-2% -$36.2K 0.24% 54
2025
Q3 		$1.73M Sell
18,341
-230
-1% -$21.2K 0.26% 53
2025
Q2 		$1.65M Sell
18,571
-372
-2% -$31.1K 0.28% 52
2025
Q1 		$1.57M Sell
18,943
-164
-0.9% -$14.6K 0.31% 45
2024
Q4 		$1.73M Sell
19,107
-328
-2% -$31K 0.35% 43
2024
Q3 		$1.81M Sell
19,435
-59
-0.3% -$5.32K 0.36% 40
2024
Q2 		$1.67M Sell
19,494
-530
-3% -$45.3K 0.36% 41
2024
Q1 		$1.75M Sell
20,024
-68
-0.3% -$5.67K 0.4% 41
2023
Q4 		$1.68M Sell
20,092
-785
-4% -$58.9K 0.41% 39
2023
Q3 		$1.53M Sell
20,877
-1,184
-5% -$91.3K 0.4% 45
2023
Q2 		$1.7M Sell
22,061
-51
-0.2% -$3.73K 0.46% 41
2023
Q1 		$1.63M Sell
22,112
-415
-2% -$31.3K 0.48% 39
2022
Q4 		$1.63M Buy
22,527
+1,621
+8% +$119K 0.53% 39
2022
Q3 		$1.42M Sell
20,906
-3,759
-15% -$282K 0.5% 38
2022
Q2 		$1.74M Buy
24,665
+8,050
+48% +$611K 0.58% 39
2022
Q1 		$1.39M Buy
+16,615
New +$1.4M 0.48% 41
2021
Q4 		– Sell
-16,299
Closed -$1.42M – 107
2021
Q3 		$1.42M Buy
16,299
+148
+0.9% +$13.1K 0.53% 37
2021
Q2 		$1.43M Buy
16,151
+17
+0.1% +$1.48K 0.57% 38
2021
Q1 		$1.39M Sell
16,134
-212
-1% -$18K 0.59% 38
2020
Q4 		$1.25M Buy
16,346
+96
+0.6% +$6.55K 0.57% 34
2020
Q3 		$959K Sell
16,250
-110
-0.7% -$6.57K 0.53% 35
2020
Q2 		$929K Buy
+16,360
New +$853K 0.55% 33
2020
Q1 		– Sell
-2,814
Closed -$181K – 240
2019
Q4 		$181K Buy
+2,814
New +$174K 0.12% 57

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 $1.62B AUM 25.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Tobias Financial Advisors's SLYG Position: Q2 2026 in Review

Tobias Financial Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.98% in Q2 2026, selling an estimated $17K and leaving 15,860 shares worth $1.89M. The position accounts for 0.24% of the portfolio, ranked #50.

Tobias Financial Advisors first reported a position in SLYG in Q4 2019 and has held it in 25 quarters since. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Tobias Financial Advisors held 15,860 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.89M as of Q2 2026.
  • Tobias Financial Advisors sold 157 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $17K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.24% of Tobias Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Tobias Financial Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.