VFIC
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Valley Forge Investment Consultants’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Valley Forge Investment Consultants’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
Q1 		$318K Buy
3,296
+4
+0.1% +$396 0.1% 64
2025
Q4 		$310K Buy
3,292
+3
+0.1% +$283 0.09% 62
2025
Q3 		$310K Buy
3,289
+5
+0.2% +$460 0.09% 68
2025
Q2 		$291K Sell
3,284
-949
-22% -$79.3K 0.09% 69
2025
Q1 		$351K Buy
4,233
+1
+0% +$89 0.13% 54
2024
Q4 		$382K Buy
4,232
+1
+0% +$95 0.13% 56
2024
Q3 		$394K Buy
4,231
+2
+0% +$180 0.14% 53
2024
Q2 		$363K Buy
4,229
+1
+0% +$85 0.14% 53
2024
Q1 		$369K Sell
4,228
-904
-18% -$75.4K 0.14% 49
2023
Q4 		$429K Sell
5,132
-2,818
-35% -$211K 0.19% 44
2023
Q3 		$582K Sell
7,950
-510
-6% -$39.3K 0.27% 37
2023
Q2 		$651K Buy
8,460
+7
+0.1% +$512 0.32% 32
2023
Q1 		$623K Buy
8,453
+10
+0.1% +$755 0.32% 32
2022
Q4 		$610K Buy
8,443
+13
+0.2% +$957 0.32% 31
2022
Q3 		$574K Buy
8,430
+10
+0.1% +$751 0.32% 35
2022
Q2 		$594K Buy
8,420
+10
+0.1% +$759 0.3% 36
2022
Q1 		$705K Buy
8,410
+5
+0.1% +$422 0.29% 38
2021
Q4 		$780K Buy
8,405
+8
+0.1% +$729 0.35% 36
2021
Q3 		$732K Buy
8,397
+1,621
+24% +$143K 0.39% 34
2021
Q2 		$602K Buy
6,776
+182
+3% +$15.9K 0.33% 37
2021
Q1 		$566K Buy
+6,594
New +$561K 0.39% 36

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Valley Forge Investment Consultants's SLYG Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.12% in Q1 2026, buying an estimated $396 and bringing the position to 3,296 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #64.

Valley Forge Investment Consultants first reported a position in SLYG in Q1 2021 and has held it in 21 quarters since. The position peaked at $780K in Q4 2021. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Valley Forge Investment Consultants held 3,296 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $318K as of Q1 2026.
  • Valley Forge Investment Consultants bought 4 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $396.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.1% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #64 holding.
  • Valley Forge Investment Consultants first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
  • Valley Forge Investment Consultants's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $780K in Q4 2021.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.