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Wrenne Financial Planning’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Wrenne Financial Planning’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 		$289K Buy
2,990
+1
+0% +$99 0.11% 39
2025
Q4 		$282K Hold
2,989
– – 0.11% 39
2025
Q3 		$282K Hold
2,989
– – 0.12% 38
2025
Q2 		$265K Sell
2,989
-110
-4% -$9.2K 0.12% 39
2025
Q1 		$257K Sell
3,099
-954
-24% -$85.2K 0.14% 37
2024
Q4 		$366K Sell
4,053
-42
-1% -$3.97K 0.21% 29
2024
Q3 		$381K Sell
4,095
-1,053
-20% -$94.9K 0.23% 27
2024
Q2 		$442K Buy
5,148
+964
+23% +$82.4K 0.3% 25
2024
Q1 		$365K Buy
+4,184
New +$349K 0.27% 24

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

Wrenne Financial Planning's SLYG Position: Q1 2026 in Review

Wrenne Financial Planning increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.03% in Q1 2026, buying an estimated $99 and bringing the position to 2,990 shares worth $289K. The position accounts for 0.11% of the portfolio, ranked #39.

Wrenne Financial Planning first reported a position in SLYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $442K in Q2 2024. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Wrenne Financial Planning held 2,990 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $289K as of Q1 2026.
  • Wrenne Financial Planning bought 1 State Street SPDR S&P 600 Small Cap Growth ETF share in Q1 2026, an estimated $99.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.11% of Wrenne Financial Planning's portfolio in Q1 2026, its #39 holding.
  • Wrenne Financial Planning first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • Wrenne Financial Planning's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $442K in Q2 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 Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.