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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
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 $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Waverly Advisors's SLYG Position: Q1 2026 in Review

Waverly Advisors held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q1 2026 at 5,303 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Waverly Advisors first reported a position in SLYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $527K in Q3 2025. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Waverly Advisors held 5,303 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $512K as of Q1 2026.
  • Waverly Advisors left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1076 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 9 quarters since.
  • Waverly Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $527K in Q3 2025.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.