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

Valmark Advisers’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 		$871K Buy
9,011
+245
+3% +$24.3K 0.01% 377
2025
Q4 		$826K Buy
8,766
+713
+9% +$67.3K 0.01% 367
2025
Q3 		$759K Buy
+8,053
New +$741K 0.01% 370
2021
Q4 		– Sell
-2,736
Closed -$238K – 420
2021
Q3 		$238K Sell
2,736
-1,341
-33% -$118K ﹤0.01% 361
2021
Q2 		$362K Sell
4,077
-1,273
-24% -$111K 0.01% 312
2021
Q1 		$459K Buy
5,350
+1,720
+47% +$146K 0.01% 281
2020
Q4 		$277K Sell
3,630
-2,541
-41% -$173K 0.01% 306
2020
Q3 		$364K Sell
6,171
-501
-8% -$29.9K 0.01% 209
2020
Q2 		$379K Sell
6,672
-1,033
-13% -$53.8K 0.01% 191
2020
Q1 		$356K Sell
7,705
-2,847
-27% -$168K 0.01% 171
2019
Q4 		$681K Sell
10,552
-124,684
-92% -$7.69M 0.01% 127
2019
Q3 		$8.06M Buy
135,236
+3,200
+2% +$193K 0.18% 34
2019
Q2 		$8.04M Buy
132,036
+8,485
+7% +$510K 0.18% 35
2019
Q1 		$7.38M Buy
123,551
+3,870
+3% +$229K 0.16% 36
2018
Q4 		$6.46M Buy
119,681
+7,944
+7% +$473K 0.15% 36
2018
Q3 		$7.54M Sell
111,737
-149
-0.1% -$10K 0.17% 34
2018
Q2 		$7.07M Sell
111,886
-5,938
-5% -$365K 0.16% 34
2018
Q1 		$6.85M Sell
117,824
-3,888
-3% -$226K 0.15% 35
2017
Q4 		$6.92M Buy
121,712
+113,304
+1,348% +$6.54M 0.15% 33
2017
Q3 		$479K Sell
8,408
-16
-0.2% -$866 0.01% 52
2017
Q2 		$456K Buy
8,424
+1,404
+20% +$74.9K 0.01% 49
2017
Q1 		$373K Sell
7,020
-28
-0.4% -$1.47K 0.01% 55
2016
Q4 		$367K Sell
7,048
-4,848
-41% -$237K 0.01% 57
2016
Q3 		$568K Buy
11,896
+1,568
+15% +$73.5K 0.01% 46
2016
Q2 		$461K Sell
10,328
-10,220
-50% -$446K 0.01% 51
2016
Q1 		$888K Buy
20,548
+9,204
+81% +$372K 0.02% 37
2015
Q4 		$489K Buy
+11,344
New +$519K 0.01% 43

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 $982M AUM 15.11% 1-Year Est. Return

Valmark Advisers's SLYG Position: Q1 2026 in Review

Valmark Advisers increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.8% in Q1 2026, buying an estimated $24.3K and bringing the position to 9,011 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #377.

Valmark Advisers first reported a position in SLYG in Q4 2015 and has held it in 27 quarters since. The position peaked at $8.06M in Q3 2019. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Valmark Advisers held 9,011 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $871K as of Q1 2026.
  • Valmark Advisers bought 245 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $24.3K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #377 holding.
  • Valmark Advisers first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2015 and has held it in 27 quarters since.
  • Valmark Advisers's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $8.06M in Q3 2019.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.