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 Q2	$1.04M	Sell	8,741 -270	-3%	-$29.2K	0.01%	355
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

EFG

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Valmark Advisers's SLYG Position: Q2 2026 in Review

Valmark Advisers reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 3% in Q2 2026, selling an estimated $29.2K and leaving 8,741 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #355.

Valmark Advisers first reported a position in SLYG in Q4 2015 and has held it in 28 quarters since. The position peaked at $8.06M in Q3 2019. 557 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Valmark Advisers held 8,741 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.04M as of Q2 2026.
Valmark Advisers sold 270 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $29.2K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #355 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 28 quarters since.
Valmark Advisers's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $8.06M in Q3 2019.
557 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.