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

Waverly Advisors’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 		$578K Sell
4,853
-450
-8% -$48.7K ﹤0.01% 1106
2026
Q1 		$512K Hold
5,303
– – ﹤0.01% 1076
2025
Q4 		$499K Sell
5,303
-282
-5% -$26.6K ﹤0.01% 1016
2025
Q3 		$527K Buy
5,585
+99
+2% +$9.11K 0.01% 834
2025
Q2 		$487K Sell
5,486
-100
-2% -$8.36K 0.01% 811
2025
Q1 		$464K Sell
5,586
-168
-3% -$15K 0.01% 801
2024
Q4 		$520K Buy
5,754
+2,596
+82% +$245K 0.01% 674
2024
Q3 		$294K Buy
3,158
+239
+8% +$21.5K 0.01% 688
2024
Q2 		$251K Hold
2,919
– – ﹤0.01% 709
2024
Q1 		$255K Buy
+2,919
New +$243K 0.01% 608

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 $1.62B AUM 25.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Waverly Advisors's SLYG Position: Q2 2026 in Review

Waverly Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 8.5% in Q2 2026, selling an estimated $48.7K and leaving 4,853 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1106.

Waverly Advisors first reported a position in SLYG in Q1 2024 and has held it in 10 quarters since. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • Waverly Advisors held 4,853 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $578K as of Q2 2026.
  • Waverly Advisors sold 450 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $48.7K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1106 holding.
  • Waverly Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.