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

Ulland Investment 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 Q3	$10K	Hold	90	–	–	0.01%	188
2026 Q2	$11K	Hold	90	–	–	0.01%	180
2026 Q1	$9K	Hold	90	–	–	0.01%	179
2025 Q4	$8K	Hold	90	–	–	0.01%	177
2025 Q3	$8K	Hold	90	–	–	0.01%	184
2025 Q2	$8K	Hold	90	–	–	0.01%	176
2025 Q1	$7K	Hold	90	–	–	0.01%	187
2024 Q4	$8K	Hold	90	–	–	0.01%	183
2024 Q3	$8K	Buy	+90	New	+$8.11K	0.01%	174
2023 Q1	–	Sell	-300	Closed	-$22K	–	217
2022 Q4	$22K	Sell	300 -300	-50%	-$22.1K	0.03%	128
2022 Q3	$41K	Hold	600	–	–	0.04%	101
2022 Q2	$42K	Sell	600 -2,350	-80%	-$178K	0.04%	106
2022 Q1	$247K	Sell	2,950 -5,550	-65%	-$468K	0.19%	60
2021 Q4	$789K	Buy	+8,500	New	+$775K	0.5%	40

Other funds holding SLYG

EFG

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

RCP

Roan Capital Partners Johnson City, Tennessee $137M AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

GFM

GEN Financial Management Plymouth, Minnesota $185M AUM 9.54% 1-Year Est. Return

Ulland Investment Advisors's SLYG Position: Q3 2026 in Review

Ulland Investment Advisors held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q3 2026 at 90 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #188.

Ulland Investment Advisors first reported a position in SLYG in Q4 2021 and has held it in 14 quarters since. The position peaked at $789K in Q4 2021. 42 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

Ulland Investment Advisors held 90 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $10K as of Q3 2026.
Ulland Investment Advisors left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q3 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Ulland Investment Advisors's portfolio in Q3 2026, its #188 holding.
Ulland Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and has held it in 14 quarters since.
Ulland Investment Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $789K in Q4 2021.
42 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on Ulland Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.