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

Willner & Heller’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	$1.57M	Buy	13,173 +26	+0.2%	+$2.81K	0.98%	25
2026 Q1	$1.27M	Buy	13,147 +394	+3%	+$39K	0.95%	26
2025 Q4	$1.2M	Buy	+12,753	New	+$1.2M	0.86%	29
2022 Q4	$1.05M	Sell	14,552 -729	-5%	-$53.7K	1.49%	13
2022 Q3	$1.04M	Buy	15,281 +27	+0.2%	+$2.03K	1.68%	9
2022 Q2	$1.07M	Buy	15,254 +246	+2%	+$18.7K	1.67%	9
2022 Q1	$1.39M	Sell	15,008 -21	-0.1%	-$1.77K	1.71%	8
2021 Q4	$1.31M	Buy	+15,029	New	+$1.37M	1.74%	8

Other funds holding SLYG

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

HWM

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

CPWA

Cerro Pacific Wealth Advisors San Luis Obispo, California $442M AUM 28.96% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 18.92% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return

Willner & Heller's SLYG Position: Q2 2026 in Review

Willner & Heller increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.2% in Q2 2026, buying an estimated $2.81K and bringing the position to 13,173 shares worth $1.57M. The position accounts for 0.98% of the portfolio, ranked #25.

Willner & Heller first reported a position in SLYG in Q4 2021 and has held it in 8 quarters since. 84 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

Willner & Heller held 13,173 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.57M as of Q2 2026.
Willner & Heller bought 26 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $2.81K.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.98% of Willner & Heller's portfolio in Q2 2026, its #25 holding.
Willner & Heller first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2021 and has held it in 8 quarters since.
84 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.