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

WealthShield 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 Q2	$35.7K	Sell	300 -54,692	-99%	-$5.92M	0.01%	298
2026 Q1	$5.31M	Sell	54,992 -7	-0%	-$694	0.59%	46
2025 Q4	$5.18M	Sell	54,999 -1,151	-2%	-$109K	0.57%	49
2025 Q3	$5.3M	Sell	56,150 -4,151	-7%	-$382K	0.6%	47
2025 Q2	$5.35M	Buy	60,301 +6,575	+12%	+$550K	0.65%	41
2025 Q1	$4.46M	Buy	53,726 +600	+1%	+$53.6K	0.57%	47
2024 Q4	$4.8M	Buy	53,126 +2,141	+4%	+$202K	0.68%	39
2024 Q3	$4.75M	Buy	50,985 +3,254	+7%	+$293K	0.64%	39
2024 Q2	$4.1M	Buy	47,731 +1,768	+4%	+$151K	0.62%	37
2024 Q1	$4.01M	Sell	45,963 -8,197	-15%	-$683K	0.65%	38
2023 Q4	$4.53M	Buy	54,160 +678	+1%	+$50.9K	0.75%	34
2023 Q3	$3.92M	Sell	53,482 -873	-2%	-$67.3K	0.59%	42
2023 Q2	$4.18M	Buy	54,355 +9,054	+20%	+$662K	0.63%	41
2023 Q1	$3.34M	Buy	45,301 +2,046	+5%	+$154K	0.54%	47
2022 Q4	$3.12M	Buy	43,255 +1,008	+2%	+$74.2K	0.6%	39
2022 Q3	$2.88M	Sell	42,247 -628	-1%	-$47.1K	0.57%	44
2022 Q2	$3.02M	Sell	42,875 -428	-1%	-$32.5K	0.6%	41
2022 Q1	$3.63M	Buy	+43,303	New	+$3.65M	0.58%	41
2021 Q2	–	Sell	-40	Closed	-$3K	–	1098
2021 Q1	$3K	Buy	+40	New	+$3.4K	﹤0.01%	1038
2020 Q4	–	Sell	-40	Closed	-$2K	–	394
2020 Q3	$2K	Sell	40 -34	-46%	-$2.03K	﹤0.01%	380
2020 Q2	$4K	Sell	74 -42	-36%	-$2.19K	﹤0.01%	310
2020 Q1	$5K	Sell	116 -550	-83%	-$32.5K	﹤0.01%	239
2019 Q4	$43K	Sell	666 -178	-21%	-$11K	0.02%	219
2019 Q3	$50K	Buy	844 +543	+180%	+$32.8K	0.03%	202
2019 Q2	$18K	Sell	301 -437	-59%	-$26.3K	0.01%	198
2019 Q1	$44K	Buy	738 +26	+4%	+$1.54K	0.02%	196
2018 Q4	$38K	Buy	712 +457	+179%	+$27.2K	0.03%	169
2018 Q3	$17K	Hold	255	–	–	0.01%	193
2018 Q2	$16K	Buy	+255	New	+$15.7K	0.01%	192

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthShield Partners's SLYG Position: Q2 2026 in Review

WealthShield Partners reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 99% in Q2 2026, selling an estimated $5.92M and leaving 300 shares worth $35.7K. The position accounts for 0.01% of the portfolio, ranked #298.

WealthShield Partners first reported a position in SLYG in Q2 2018 and has held it in 29 quarters since. The position peaked at $5.35M in Q2 2025. 559 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

WealthShield Partners held 300 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $35.7K as of Q2 2026.
WealthShield Partners sold 54,692 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $5.92M.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #298 holding.
WealthShield Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2018 and has held it in 29 quarters since.
WealthShield Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $5.35M in Q2 2025.
559 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.