WWM
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Western Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Western Wealth Management’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 		$2.09M Buy
21,645
+1,074
+5% +$106K 0.08% 272
2025
Q4 		$1.94M Buy
20,571
+1,295
+7% +$122K 0.09% 223
2025
Q3 		$1.82M Buy
19,276
+9,837
+104% +$905K 0.1% 204
2025
Q2 		$838K Buy
9,439
+3,347
+55% +$280K 0.05% 309
2025
Q1 		$506K Buy
6,092
+165
+3% +$14.7K 0.03% 389
2024
Q4 		$536K Sell
5,927
-116
-2% -$11K 0.03% 367
2024
Q3 		$563K Sell
6,043
-19
-0.3% -$1.71K 0.03% 434
2024
Q2 		$520K Sell
6,062
-5
-0.1% -$427 0.04% 357
2024
Q1 		$529K Buy
6,067
+262
+5% +$21.8K 0.04% 355
2023
Q4 		$485K Buy
5,805
+927
+19% +$69.5K 0.04% 422
2023
Q3 		$357K Sell
4,878
-33
-0.7% -$2.54K 0.03% 463
2023
Q2 		$378K Buy
4,911
+298
+6% +$21.8K 0.03% 445
2023
Q1 		$340K Buy
4,613
+3
+0.1% +$226 0.03% 464
2022
Q4 		$333K Sell
4,610
-3,771
-45% -$278K 0.03% 441
2022
Q3 		$571K Buy
8,381
+166
+2% +$12.5K 0.03% 439
2022
Q2 		$579K Buy
8,215
+7
+0.1% +$531 0.03% 437
2022
Q1 		$688K Buy
8,208
+4,103
+100% +$346K 0.03% 433
2021
Q4 		$380K Buy
+4,105
New +$374K 0.04% 392
2021
Q2 		$288K Sell
3,263
-55
-2% -$4.79K 0.03% 505
2021
Q1 		$285K Buy
3,318
+511
+18% +$43.5K 0.04% 414
2020
Q4 		$214K Buy
+2,807
New +$192K 0.03% 432

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

Western Wealth Management's SLYG Position: Q1 2026 in Review

Western Wealth Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 5.2% in Q1 2026, buying an estimated $106K and bringing the position to 21,645 shares worth $2.09M. The position accounts for 0.08% of the portfolio, ranked #272.

Western Wealth Management first reported a position in SLYG in Q4 2020 and has held it in 21 quarters since. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Western Wealth Management held 21,645 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.09M as of Q1 2026.
  • Western Wealth Management bought 1,074 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $106K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.08% of Western Wealth Management's portfolio in Q1 2026, its #272 holding.
  • Western Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and has held it in 21 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 Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.