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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
Q2 		$48.1M Sell
403,762
-29,946
-7% -$3.24M 1.14% 18
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 $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

WCG Wealth Advisors's SLYG Position: Q2 2026 in Review

WCG Wealth Advisors reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 6.9% in Q2 2026, selling an estimated $3.24M and leaving 403,762 shares worth $48.1M. The position accounts for 1.14% of the portfolio, ranked #18.

WCG Wealth Advisors first reported a position in SLYG in Q2 2022 and has held it in 17 quarters since. 557 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • WCG Wealth Advisors held 403,762 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $48.1M as of Q2 2026.
  • WCG Wealth Advisors sold 29,946 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $3.24M.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 1.14% of WCG Wealth Advisors's portfolio in Q2 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 17 quarters since.
  • 557 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

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