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

Wambolt & 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
2025
Q2 		$218K Sell
2,438
-594
-20% -$49.7K 0.07% 170
2025
Q1 		$252K Sell
3,032
-327
-10% -$29.2K 0.09% 162
2024
Q4 		$303K Sell
3,359
-283
-8% -$26.8K 0.1% 152
2024
Q3 		$336K Sell
3,642
-455
-11% -$41K 0.09% 156
2024
Q2 		$349K Sell
4,097
-476
-10% -$40.7K 0.1% 153
2024
Q1 		$396K Sell
4,573
-3,726
-45% -$311K 0.12% 158
2023
Q4 		$694K Sell
8,299
-3,095
-27% -$232K 0.23% 132
2023
Q3 		$826K Buy
11,394
+175
+2% +$13.5K 0.3% 118
2023
Q2 		$863K Buy
11,219
+210
+2% +$15.4K 0.31% 115
2023
Q1 		$813K Sell
11,009
-58
-0.5% -$4.38K 0.29% 119
2022
Q4 		$799K Sell
11,067
-81
-0.7% -$5.96K 0.31% 114
2022
Q3 		$759K Sell
11,148
-10,031
-47% -$753K 0.32% 111
2022
Q2 		$1.49M Sell
21,179
-762
-3% -$57.8K 0.6% 51
2022
Q1 		$1.86M Buy
21,941
+139
+0.6% +$11.7K 0.68% 47
2021
Q4 		$2.02M Sell
21,802
-633
-3% -$57.7K 0.73% 40
2021
Q3 		$1.99M Buy
22,435
+1,336
+6% +$118K 0.8% 35
2021
Q2 		$1.88M Buy
21,099
+155
+0.7% +$13.5K 0.8% 27
2021
Q1 		$1.83M Buy
20,944
+2,725
+15% +$232K 0.95% 20
2020
Q4 		$1.39M Buy
18,219
+2,814
+18% +$192K 0.83% 34
2020
Q3 		$909K Sell
15,405
-471
-3% -$28.1K 0.68% 47
2020
Q2 		$901K Sell
15,876
-65
-0.4% -$3.39K 0.71% 42
2020
Q1 		$736K Sell
15,941
-136
-0.8% -$8.03K 0.76% 39
2019
Q4 		$1.04M Buy
16,077
+938
+6% +$57.9K 0.79% 33
2019
Q3 		$902K Sell
15,139
-270
-2% -$16.3K 0.74% 40
2019
Q2 		$939K Buy
15,409
+2,117
+16% +$127K 0.8% 33
2019
Q1 		$803K Buy
13,292
+2,146
+19% +$127K 0.73% 36
2018
Q4 		$601K Buy
+11,146
New +$664K 0.66% 40

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wambolt & Associates's SLYG Position: Q2 2025 in Review

Wambolt & Associates reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 20% in Q2 2025, selling an estimated $49.7K and leaving 2,438 shares worth $218K. The position accounts for 0.07% of the portfolio, ranked #170.

Wambolt & Associates first reported a position in SLYG in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.02M in Q4 2021. 483 funds tracked by Wall St. Rank hold SLYG as of Q2 2025.

  • Wambolt & Associates held 2,438 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $218K as of Q2 2025.
  • Wambolt & Associates sold 594 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2025, an estimated $49.7K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.07% of Wambolt & Associates's portfolio in Q2 2025, its #170 holding.
  • Wambolt & Associates first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2018 and has held it in 27 quarters since.
  • Wambolt & Associates's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $2.02M in Q4 2021.
  • 483 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.