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

Valued Wealth 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 Q2	$4.53K	Hold	38	–	–	﹤0.01%	469
2026 Q1	$3.67K	Hold	38	–	–	﹤0.01%	448
2025 Q4	$3.58K	Sell	38 -7	-16%	-$661	﹤0.01%	342
2025 Q3	$4.24K	Hold	45	–	–	﹤0.01%	307
2025 Q2	$3.99K	Hold	45	–	–	﹤0.01%	311
2025 Q1	$3.73K	Sell	45 -73	-62%	-$6.52K	﹤0.01%	348
2024 Q4	$10.7K	Buy	+118	New	+$11.2K	0.01%	223

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 $1.62B AUM 25.73% 1-Year Est. Return

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

Valued Wealth Advisors's SLYG Position: Q2 2026 in Review

Valued Wealth Advisors held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q2 2026 at 38 shares worth $4.53K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Valued Wealth Advisors first reported a position in SLYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.7K in Q4 2024. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Valued Wealth Advisors held 38 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $4.53K as of Q2 2026.
Valued Wealth Advisors left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q2 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #469 holding.
Valued Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Valued Wealth Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $10.7K in Q4 2024.
559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.