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

Walsh & Associates’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 		$2.06M Buy
17,315
+1,850
+12% +$200K 1.69% 11
2026
Q1 		$1.49M Buy
15,465
+291
+2% +$28.8K 1.48% 14
2025
Q4 		$1.43M Buy
+15,174
New +$1.43M 1.41% 13

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

Walsh & Associates's SLYG Position: Q2 2026 in Review

Walsh & Associates increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 12% in Q2 2026, buying an estimated $200K and bringing the position to 17,315 shares worth $2.06M. The position accounts for 1.69% of the portfolio, ranked #11.

Walsh & Associates first reported a position in SLYG in Q4 2025 and has held it in 3 quarters since. 555 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Walsh & Associates held 17,315 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.06M as of Q2 2026.
  • Walsh & Associates bought 1,850 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $200K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.69% of Walsh & Associates's portfolio in Q2 2026, its #11 holding.
  • Walsh & Associates first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 555 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.