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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
Q2 		$393K Buy
3,300
+4
+0.1% +$433 0.1% 60
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 $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Valley Forge Investment Consultants's SLYG Position: Q2 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 Q2 2026, buying an estimated $433 and bringing the position to 3,300 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #60.

Valley Forge Investment Consultants first reported a position in SLYG in Q1 2021 and has held it in 22 quarters since. The position peaked at $780K in Q4 2021. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Valley Forge Investment Consultants held 3,300 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $393K as of Q2 2026.
  • Valley Forge Investment Consultants bought 4 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $433.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.1% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #60 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 22 quarters since.
  • Valley Forge Investment Consultants's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $780K in Q4 2021.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.