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

WCG Wealth 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 		$41.9M Buy
433,708
+33,856
+8% +$3.35M 1.17% 18
2025
Q4 		$37.7M Buy
399,852
+281,647
+238% +$26.6M 1.06% 20
2025
Q3 		$11.1M Sell
118,205
-13,187
-10% -$1.21M 0.7% 41
2025
Q2 		$11.7M Buy
131,392
+10,513
+9% +$879K 0.75% 38
2025
Q1 		$10M Sell
120,879
-17,958
-13% -$1.6M 0.76% 38
2024
Q4 		$12.5M Buy
138,837
+1,054
+0.8% +$99.6K 0.83% 31
2024
Q3 		$12.8M Sell
137,783
-9,456
-6% -$852K 0.87% 29
2024
Q2 		$12.6M Buy
147,239
+4,951
+3% +$423K 0.94% 29
2024
Q1 		$12.4M Sell
142,288
-51,193
-26% -$4.27M 1.04% 26
2023
Q4 		$16.2M Sell
193,481
-31,250
-14% -$2.34M 1.19% 22
2023
Q3 		$16.7M Buy
224,731
+14,539
+7% +$1.12M 1.22% 21
2023
Q2 		$16.2M Buy
210,192
+4,008
+2% +$293K 1.89% 14
2023
Q1 		$15.2M Buy
206,184
+13,043
+7% +$984K 1.95% 14
2022
Q4 		$14M Buy
193,141
+18,568
+11% +$1.37M 1.91% 15
2022
Q3 		$12.8M Sell
174,573
-5,431
-3% -$408K 1.69% 14
2022
Q2 		$12.7M Buy
+180,004
New +$13.7M 1.76% 16

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
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

WCG Wealth Advisors's SLYG Position: Q1 2026 in Review

WCG Wealth Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 8.5% in Q1 2026, buying an estimated $3.35M and bringing the position to 433,708 shares worth $41.9M. The position accounts for 1.17% of the portfolio, ranked #18.

WCG Wealth Advisors first reported a position in SLYG in Q2 2022 and has held it in 16 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • WCG Wealth Advisors held 433,708 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $41.9M as of Q1 2026.
  • WCG Wealth Advisors bought 33,856 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $3.35M.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.17% of WCG Wealth Advisors's portfolio in Q1 2026, its #18 holding.
  • WCG Wealth Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.