Topel & Distasi Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Topel & Distasi Wealth 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	$1.02M	Hold	8,603	–	–	0.49%	33
2026 Q1	$831K	Hold	8,603	–	–	0.43%	37
2025 Q4	$810K	Hold	8,603	–	–	0.4%	39
2025 Q3	$811K	Hold	8,603	–	–	0.4%	40
2025 Q2	$764K	Hold	8,603	–	–	0.4%	40
2025 Q1	$714K	Hold	8,603	–	–	0.33%	51
2024 Q4	$777K	Hold	8,603	–	–	0.33%	52
2024 Q3	$801K	Hold	8,603	–	–	0.33%	53
2024 Q2	$739K	Hold	8,603	–	–	0.32%	52
2024 Q1	$750K	Hold	8,603	–	–	0.33%	51
2023 Q4	$719K	Hold	8,603	–	–	0.34%	51
2023 Q3	$630K	Hold	8,603	–	–	0.33%	51
2023 Q2	$662K	Hold	8,603	–	–	0.33%	50
2023 Q1	$634K	Hold	8,603	–	–	0.33%	51
2022 Q4	$621K	Buy	+8,603	New	+$633K	0.35%	50

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

Topel & Distasi Wealth Management's SLYG Position: Q2 2026 in Review

Topel & Distasi Wealth Management held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2026 at 8,603 shares worth $1.02M. The position accounts for 0.49% of the portfolio, ranked #33.

Topel & Distasi Wealth Management first reported a position in SLYG in Q4 2022 and has held it in 15 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Topel & Distasi Wealth Management held 8,603 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.02M as of Q2 2026.
Topel & Distasi Wealth Management left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.49% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #33 holding.
Topel & Distasi Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.