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 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

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Towerpoint Wealth's SLYG Position: Q2 2026 in Review

Towerpoint Wealth increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.18% in Q2 2026, buying an estimated $1.08K and bringing the position to 5,480 shares worth $653K. The position accounts for 0.23% of the portfolio, ranked #60.

Towerpoint Wealth first reported a position in SLYG in Q1 2022 and has held it in 18 quarters since. 84 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Towerpoint Wealth held 5,480 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $653K as of Q2 2026.
Towerpoint Wealth bought 10 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $1.08K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.23% of Towerpoint Wealth's portfolio in Q2 2026, its #60 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 18 quarters since.
84 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.