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

WealthPLAN Partners’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 		– Sell
-3,819
Closed -$360K – 265
2025
Q4 		$360K Buy
3,819
+1,163
+44% +$110K 0.05% 221
2025
Q3 		$250K Buy
2,656
+70
+3% +$6.44K 0.04% 229
2025
Q2 		$230K Sell
2,586
-1,179
-31% -$98.6K 0.04% 238
2025
Q1 		$312K Sell
3,765
-796
-17% -$71.1K 0.04% 209
2024
Q4 		$412K Buy
4,561
+91
+2% +$8.6K 0.06% 180
2024
Q3 		$416K Sell
4,470
-1,501
-25% -$135K 0.06% 194
2024
Q2 		$513K Buy
5,971
+1,868
+46% +$160K 0.06% 205
2024
Q1 		$358K Buy
+4,103
New +$342K 0.04% 238
2023
Q3 		– Sell
-9
Closed -$693 – 1030
2023
Q2 		$693 Sell
9
-8
-47% -$585 ﹤0.01% 1157
2023
Q1 		$1.25K Buy
+17
New +$1.28K ﹤0.01% 1181

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
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

WealthPLAN Partners's SLYG Position: Q1 2026 in Review

WealthPLAN Partners sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2026, closing a stake of 3,819 shares — an estimated $360K sold.

WealthPLAN Partners first reported a position in SLYG in Q1 2023 and held it in 10 quarters. The position peaked at $513K in Q2 2024. 517 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • WealthPLAN Partners reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 3,819 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $360K.
  • WealthPLAN Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2023 and held it in 10 quarters.
  • WealthPLAN Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $513K in Q2 2024.
  • 517 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.