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Whitegate Investment Counselors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Whitegate Investment Counselors’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 		$2.66M Buy
27,555
+270
+1% +$26.8K 0.85% 28
2025
Q4 		$2.57M Sell
27,285
-747
-3% -$70.5K 0.8% 28
2025
Q3 		$2.64M Buy
28,032
+1,464
+6% +$135K 0.87% 27
2025
Q2 		$2.36M Sell
26,568
-188
-0.7% -$15.7K 0.8% 27
2025
Q1 		$2.22M Sell
26,756
-142
-0.5% -$12.7K 0.79% 27
2024
Q4 		$2.43M Sell
26,898
-21,688
-45% -$2.05M 0.83% 28
2024
Q3 		$4.52M Buy
48,586
+82
+0.2% +$7.39K 1.2% 22
2024
Q2 		$4.16M Sell
48,504
-463
-0.9% -$39.6K 1.18% 23
2024
Q1 		$4.27M Buy
48,967
+68
+0.1% +$5.67K 1.2% 23
2023
Q4 		$4.09M Sell
48,899
-753
-2% -$56.5K 1.25% 24
2023
Q3 		$3.64M Buy
49,652
+675
+1% +$52K 1.22% 24
2023
Q2 		$3.77M Buy
48,977
+741
+2% +$54.2K 1.24% 23
2023
Q1 		$3.56M Buy
48,236
+33,211
+221% +$2.51M 1.15% 25
2022
Q4 		$1.08M Buy
+15,025
New +$1.11M 0.37% 36

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 $1.1B AUM 20.77% 1-Year Est. Return

Whitegate Investment Counselors's SLYG Position: Q1 2026 in Review

Whitegate Investment Counselors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.99% in Q1 2026, buying an estimated $26.8K and bringing the position to 27,555 shares worth $2.66M. The position accounts for 0.85% of the portfolio, ranked #28.

Whitegate Investment Counselors first reported a position in SLYG in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.52M in Q3 2024. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Whitegate Investment Counselors held 27,555 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.66M as of Q1 2026.
  • Whitegate Investment Counselors bought 270 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $26.8K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.85% of Whitegate Investment Counselors's portfolio in Q1 2026, its #28 holding.
  • Whitegate Investment Counselors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Whitegate Investment Counselors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $4.52M in Q3 2024.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.