James T. Borello RIA’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

James T. Borello RIA’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 Q3	$115K	Hold	1,074	–	–	0.02%	159
2026 Q2	$128K	Hold	1,074	–	–	0.03%	143
2026 Q1	$104K	Hold	1,074	–	–	0.03%	148
2025 Q4	$101K	Hold	1,074	–	–	0.03%	135
2025 Q3	$101K	Hold	1,074	–	–	0.03%	125
2025 Q2	$95.3K	Hold	1,074	–	–	0.03%	122
2025 Q1	$89.1K	Hold	1,074	–	–	0.03%	110
2024 Q4	$97K	Hold	1,074	–	–	0.04%	94
2024 Q3	$100K	Sell	1,074 -88	-8%	-$7.93K	0.04%	85
2024 Q2	$100K	Hold	1,162	–	–	0.04%	81
2024 Q1	$101K	Sell	1,162 -59	-5%	-$4.92K	0.05%	80
2023 Q4	$102K	Buy	+1,221	New	+$91.6K	0.08%	55

Other funds holding SLYG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $945M AUM 19.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

James T. Borello RIA's SLYG Position: Q3 2026 in Review

James T. Borello RIA held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q3 2026 at 1,074 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #159.

James T. Borello RIA first reported a position in SLYG in Q4 2023 and has held it in 12 quarters since. The position peaked at $128K in Q2 2026. 131 funds tracked by Wall St. Rank hold SLYG as of Q3 2026.

James T. Borello RIA held 1,074 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $115K as of Q3 2026.
James T. Borello RIA left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q3 2026.
State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #159 holding.
James T. Borello RIA first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $128K in Q2 2026.
131 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.