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 Q2	$1.65M	Sell	13,829 -7,816	-36%	-$846K	0.05%	349
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%	441
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 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

Western Wealth Management's SLYG Position: Q2 2026 in Review

Western Wealth Management reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 36% in Q2 2026, selling an estimated $846K and leaving 13,829 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #349.

Western Wealth Management first reported a position in SLYG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.09M in Q1 2026. 558 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Western Wealth Management held 13,829 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.65M as of Q2 2026.
Western Wealth Management sold 7,816 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $846K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #349 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 22 quarters since.
Western Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $2.09M in Q1 2026.
558 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

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