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Walled Lake Planning & Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Walled Lake Planning & Wealth Management’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 		$644K Buy
5,409
+367
+7% +$39.7K 0.16% 67
2026
Q1 		$487K Sell
5,042
-315
-6% -$31.2K 0.14% 76
2025
Q4 		$505K Buy
5,357
+103
+2% +$9.72K 0.16% 73
2025
Q3 		$496K Buy
5,254
+273
+5% +$25.1K 0.16% 74
2025
Q2 		$442K Sell
4,981
-865
-15% -$72.3K 0.14% 81
2025
Q1 		$485K Buy
5,846
+195
+3% +$17.4K 0.17% 71
2024
Q4 		$511K Buy
5,651
+349
+7% +$33K 0.19% 69
2024
Q3 		$494K Buy
5,302
+272
+5% +$24.5K 0.19% 67
2024
Q2 		$432K Buy
5,030
+1,013
+25% +$86.6K 0.18% 67
2024
Q1 		$350K Buy
4,017
+738
+23% +$61.5K 0.14% 75
2023
Q4 		$274K Buy
3,279
+38
+1% +$2.85K 0.13% 84
2023
Q3 		$237K Buy
3,241
+120
+4% +$9.25K 0.12% 84
2023
Q2 		$240K Buy
+3,121
New +$228K 0.12% 81
2022
Q1 		– Sell
-3,099
Closed -$288K – 100
2021
Q4 		$288K Buy
3,099
+2,181
+238% +$199K 0.17% 68
2021
Q3 		$80K Buy
918
+250
+37% +$22.1K 0.05% 135
2021
Q2 		$59K Buy
668
+39
+6% +$3.4K 0.04% 147
2021
Q1 		$54K Buy
629
+34
+6% +$2.89K 0.04% 142
2020
Q4 		$45K Buy
595
+88
+17% +$6K 0.03% 140
2020
Q3 		$30K Buy
507
+127
+33% +$7.59K 0.02% 153
2020
Q2 		$22K Buy
+380
New +$19.8K 0.02% 149

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
DE
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Walled Lake Planning & Wealth Management's SLYG Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 7.3% in Q2 2026, buying an estimated $39.7K and bringing the position to 5,409 shares worth $644K. The position accounts for 0.16% of the portfolio, ranked #67.

Walled Lake Planning & Wealth Management first reported a position in SLYG in Q2 2020 and has held it in 20 quarters since. 556 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 5,409 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $644K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 367 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $39.7K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.16% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Walled Lake Planning & Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2020 and has held it in 20 quarters since.
  • 556 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.