WFPG
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Waller Financial Planning Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Waller Financial Planning 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 		$2.58M Sell
21,626
-1,558
-7% -$169K 0.53% 23
2026
Q1 		$2.24M Sell
23,184
-983
-4% -$97.4K 0.49% 25
2025
Q4 		$2.28M Sell
24,167
-25,643
-51% -$2.42M 0.51% 27
2025
Q3 		$4.7M Buy
49,810
+950
+2% +$87.4K 1.08% 23
2025
Q2 		$4.34M Buy
48,860
+9,741
+25% +$814K 1.05% 23
2025
Q1 		$3.25M Sell
39,119
-15,223
-28% -$1.36M 0.91% 24
2024
Q4 		$4.91M Buy
54,342
+1,745
+3% +$165K 1.24% 21
2024
Q3 		$4.9M Buy
52,597
+2,638
+5% +$238K 1.21% 23
2024
Q2 		$4.29M Buy
49,959
+317
+0.6% +$27.1K 1.15% 23
2024
Q1 		$4.33M Sell
49,642
-55
-0.1% -$4.58K 1.15% 23
2023
Q4 		$4.16M Buy
49,697
+158
+0.3% +$11.9K 1.09% 25
2023
Q3 		$3.63M Sell
49,539
-159
-0.3% -$12.3K 1.06% 25
2023
Q2 		$3.82M Buy
49,698
+1,033
+2% +$75.5K 1.05% 25
2023
Q1 		$3.59M Sell
48,665
-13,014
-21% -$982K 1.02% 25
2022
Q4 		$4.46M Sell
61,679
-143
-0.2% -$10.5K 1.29% 23
2022
Q3 		$4.21M Buy
61,822
+206
+0.3% +$15.5K 1.29% 22
2022
Q2 		$4.34M Buy
61,616
+3,078
+5% +$234K 1.27% 22
2022
Q1 		$4.91M Buy
58,538
+3,670
+7% +$310K 1.3% 21
2021
Q4 		$5.09M Sell
54,868
-1,177
-2% -$107K 1.28% 22
2021
Q3 		$4.88M Buy
56,045
+1,470
+3% +$130K 1.3% 22
2021
Q2 		$4.84M Sell
54,575
-126
-0.2% -$11K 1.3% 22
2021
Q1 		$4.7M Sell
54,701
-7,092
-11% -$603K 1.35% 22
2020
Q4 		$4.72M Sell
61,793
-11,250
-15% -$768K 1.47% 22
2020
Q3 		$4.31M Sell
73,043
-1,401
-2% -$83.7K 1.58% 22
2020
Q2 		$4.23M Sell
74,444
-34,842
-32% -$1.82M 1.65% 22
2020
Q1 		$5.05M Buy
109,286
+14,929
+16% +$881K 2.63% 15
2019
Q4 		$6.09M Buy
94,357
+3,362
+4% +$207K 3.05% 13
2019
Q3 		$5.59M Buy
90,995
+3,653
+4% +$220K 2.96% 14
2019
Q2 		$5.3M Buy
87,342
+3,000
+4% +$180K 2.95% 13
2019
Q1 		$5.16M Buy
84,342
+4,099
+5% +$242K 2.98% 14
2018
Q4 		$4.33M Buy
+80,243
New +$4.78M 2.99% 14

Other funds holding SLYG

EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
CPWA
Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return
LFPWM
Leicht Financial Planning & Wealth Management Parsippany, New Jersey $244M AUM 17.11% 1-Year Est. Return
KW
KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waller Financial Planning Group's SLYG Position: Q2 2026 in Review

Waller Financial Planning Group reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 6.7% in Q2 2026, selling an estimated $169K and leaving 21,626 shares worth $2.58M. The position accounts for 0.53% of the portfolio, ranked #23.

Waller Financial Planning Group first reported a position in SLYG in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.09M in Q4 2019. 119 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Waller Financial Planning Group held 21,626 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.58M as of Q2 2026.
  • Waller Financial Planning Group sold 1,558 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $169K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.53% of Waller Financial Planning Group's portfolio in Q2 2026, its #23 holding.
  • Waller Financial Planning Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Waller Financial Planning Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $6.09M in Q4 2019.
  • 119 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.