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

Towerpoint Wealth’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 Q3	$587K	Buy	5,491 +11	+0.2%	+$1.26K	0.21%	61
2026 Q2	$653K	Buy	5,480 +10	+0.2%	+$1.08K	0.23%	60
2026 Q1	$529K	Buy	5,470 +8	+0.1%	+$793	0.21%	59
2025 Q4	$514K	Buy	5,462 +6	+0.1%	+$566	0.2%	58
2025 Q3	$515K	Buy	5,456 +12	+0.2%	+$1.1K	0.21%	57
2025 Q2	$483K	Buy	5,444 +13	+0.2%	+$1.09K	0.21%	57
2025 Q1	$451K	Buy	5,431 +12	+0.2%	+$1.07K	0.22%	56
2024 Q4	$490K	Sell	5,419 -215	-4%	-$20.3K	0.24%	50
2024 Q3	$525K	Buy	5,634 +10	+0.2%	+$901	0.25%	52
2024 Q2	$483K	Sell	5,624 -77	-1%	-$6.58K	0.24%	49
2024 Q1	$497K	Buy	5,701 +7	+0.1%	+$584	0.25%	48
2023 Q4	$476K	Sell	5,694 -306	-5%	-$23K	0.26%	51
2023 Q3	$440K	Buy	6,000 +10	+0.2%	+$771	0.26%	56
2023 Q2	$461K	Sell	5,990 -545	-8%	-$39.8K	0.26%	53
2023 Q1	$482K	Sell	6,535 -51	-0.8%	-$3.85K	0.28%	53
2022 Q4	$476K	Buy	6,586 +382	+6%	+$28.1K	0.27%	51
2022 Q3	$423K	Buy	6,204 +163	+3%	+$12.2K	0.26%	55
2022 Q2	$426K	Buy	6,041 +2,246	+59%	+$170K	0.25%	58
2022 Q1	$318K	Buy	+3,795	New	+$320K	0.16%	66

Other funds holding SLYG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

First National Trust Hermitage, Pennsylvania $2.88B AUM 20.17% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Towerpoint Wealth's SLYG Position: Q3 2026 in Review

Towerpoint Wealth increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.2% in Q3 2026, buying an estimated $1.26K and bringing the position to 5,491 shares worth $587K. The position accounts for 0.21% of the portfolio, ranked #61.

Towerpoint Wealth first reported a position in SLYG in Q1 2022 and has held it in 19 quarters since. The position peaked at $653K in Q2 2026. 210 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

Towerpoint Wealth held 5,491 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $587K as of Q3 2026.
Towerpoint Wealth bought 11 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2026, an estimated $1.26K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.21% of Towerpoint Wealth's portfolio in Q3 2026, its #61 holding.
Towerpoint Wealth first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2022 and has held it in 19 quarters since.
Towerpoint Wealth's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $653K in Q2 2026.
210 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.