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

Vance Wealth’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 		$787K Sell
8,146
-117
-1% -$11.6K 0.23% 56
2025
Q4 		$778K Sell
8,263
-649
-7% -$61.3K 0.23% 56
2025
Q3 		$840K Sell
8,912
-3
-0% -$276 0.26% 56
2025
Q2 		$791K Sell
8,915
-1,032
-10% -$86.3K 0.27% 58
2025
Q1 		$826K Buy
9,947
+23
+0.2% +$2.05K 0.31% 51
2024
Q4 		$897K Sell
9,924
-439
-4% -$41.5K 0.35% 44
2024
Q3 		$965K Sell
10,363
-306
-3% -$27.6K 0.37% 42
2024
Q2 		$916K Sell
10,669
-693
-6% -$59.2K 0.38% 39
2024
Q1 		$991K Sell
11,362
-42
-0.4% -$3.5K 0.39% 40
2023
Q4 		$954K Buy
11,404
+5,224
+85% +$392K 0.41% 38
2023
Q3 		$453K Buy
6,180
+181
+3% +$14K 0.21% 49
2023
Q2 		$462K Sell
5,999
-1,777
-23% -$130K 0.21% 50
2023
Q1 		$573K Buy
7,776
+311
+4% +$23.5K 0.31% 40
2022
Q4 		$539K Buy
+7,465
New +$549K 0.34% 37

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

Vance Wealth's SLYG Position: Q1 2026 in Review

Vance Wealth reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.4% in Q1 2026, selling an estimated $11.6K and leaving 8,146 shares worth $787K. The position accounts for 0.23% of the portfolio, ranked #56.

Vance Wealth first reported a position in SLYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $991K in Q1 2024. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Vance Wealth held 8,146 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $787K as of Q1 2026.
  • Vance Wealth sold 117 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $11.6K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.23% of Vance Wealth's portfolio in Q1 2026, its #56 holding.
  • Vance Wealth first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Vance Wealth's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $991K in Q1 2024.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.