Wallace Advisory Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Wallace Advisory Group’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	$443K	Buy	3,718 +281	+8%	+$30.4K	0.42%	64
2026 Q1	$332K	Sell	3,437 -187	-5%	-$18.5K	0.35%	72
2025 Q4	$341K	Sell	3,624 -2,779	-43%	-$262K	0.36%	73
2025 Q3	$568K	Sell	6,403 -66	-1%	-$6.07K	0.46%	61
2025 Q2	$537K	Sell	6,469 -56	-0.9%	-$4.68K	0.39%	75
2025 Q1	$590K	Sell	6,525 -874	-12%	-$78K	0.41%	66
2024 Q4	$689K	Sell	7,399 -206	-3%	-$19.5K	0.48%	54
2024 Q3	$653K	Hold	7,605	–	–	0.48%	48
2024 Q2	$653K	Buy	7,605 +2,053	+37%	+$175K	0.47%	48
2024 Q1	$464K	Sell	5,552 -181	-3%	-$15.1K	0.35%	80
2023 Q4	$420K	Sell	5,733 -52	-0.9%	-$3.9K	0.33%	78
2023 Q3	$445K	Buy	5,785 +69	+1%	+$5.32K	0.32%	81
2023 Q2	$422K	Hold	5,716	–	–	0.32%	87
2023 Q1	$422K	Buy	5,716 +52	+0.9%	+$3.92K	0.32%	87
2022 Q4	$409K	Buy	+5,664	New	+$417K	0.32%	86

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

Wallace Advisory Group's SLYG Position: Q2 2026 in Review

Wallace Advisory Group increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 8.2% in Q2 2026, buying an estimated $30.4K and bringing the position to 3,718 shares worth $443K. The position accounts for 0.42% of the portfolio, ranked #64.

Wallace Advisory Group first reported a position in SLYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $689K in Q4 2024. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Wallace Advisory Group held 3,718 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $443K as of Q2 2026.
Wallace Advisory Group bought 281 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $30.4K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.42% of Wallace Advisory Group's portfolio in Q2 2026, its #64 holding.
Wallace Advisory Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Wallace Advisory Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $689K in Q4 2024.
558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Wallace Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.