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 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 $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Wallace Advisory Group's SLYG Position: Q1 2026 in Review

Wallace Advisory Group reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 5.2% in Q1 2026, selling an estimated $18.5K and leaving 3,437 shares worth $332K. The position accounts for 0.35% of the portfolio, ranked #72.

Wallace Advisory Group first reported a position in SLYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $689K in Q4 2024. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

Wallace Advisory Group held 3,437 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $332K as of Q1 2026.
Wallace Advisory Group sold 187 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $18.5K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.35% of Wallace Advisory Group's portfolio in Q1 2026, its #72 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 14 quarters since.
Wallace Advisory Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $689K in Q4 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 Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.