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

YHB Investment Advisors’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 		$1.3M Buy
10,936
+89
+0.8% +$9.63K 0.08% 152
2026
Q1 		$1.05M Buy
10,847
+96
+0.9% +$9.51K 0.08% 164
2025
Q4 		$1.01M Buy
10,751
+244
+2% +$23K 0.07% 163
2025
Q3 		$991K Sell
10,507
-885
-8% -$81.4K 0.07% 164
2025
Q2 		$1.01M Buy
11,392
+34
+0.3% +$2.84K 0.08% 157
2025
Q1 		$943K Sell
11,358
-878
-7% -$78.4K 0.08% 155
2024
Q4 		$1.11M Buy
12,236
+53
+0.4% +$5.01K 0.09% 146
2024
Q3 		$1.13M Sell
12,183
-1,908
-14% -$172K 0.09% 143
2024
Q2 		$1.21M Sell
14,091
-741
-5% -$63.3K 0.1% 143
2024
Q1 		$1.29M Sell
14,832
-1,469
-9% -$122K 0.11% 138
2023
Q4 		$1.36M Sell
16,301
-437
-3% -$32.8K 0.13% 130
2023
Q3 		$1.23M Sell
16,738
-1,766
-10% -$136K 0.11% 136
2023
Q2 		$1.42M Sell
18,504
-113
-0.6% -$8.26K 0.13% 132
2023
Q1 		$1.37M Buy
18,617
+5,806
+45% +$438K 0.14% 131
2022
Q4 		$925K Buy
12,811
+1,995
+18% +$147K 0.1% 145
2022
Q3 		$737K Sell
10,816
-1,339
-11% -$101K 0.08% 161
2022
Q2 		$857K Buy
12,155
+292
+2% +$22.2K 0.09% 158
2022
Q1 		$995K Sell
11,863
-687
-5% -$58K 0.09% 161
2021
Q4 		$1.17M Buy
12,550
+414
+3% +$37.7K 0.09% 161
2021
Q3 		$1.06M Buy
12,136
+344
+3% +$30.3K 0.09% 158
2021
Q2 		$1.05M Buy
11,792
+1,089
+10% +$94.9K 0.09% 163
2021
Q1 		$940K Buy
10,703
+1,680
+19% +$143K 0.08% 168
2020
Q4 		$689K Buy
9,023
+661
+8% +$45.1K 0.07% 180
2020
Q3 		$494K Buy
+8,362
New +$500K 0.05% 189

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

YHB Investment Advisors's SLYG Position: Q2 2026 in Review

YHB Investment Advisors increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.82% in Q2 2026, buying an estimated $9.63K and bringing the position to 10,936 shares worth $1.3M. The position accounts for 0.08% of the portfolio, ranked #152.

YHB Investment Advisors first reported a position in SLYG in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.42M in Q2 2023. 84 funds tracked by Wall St. Rank hold SLYG as of Q2 2026.

  • YHB Investment Advisors held 10,936 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.3M as of Q2 2026.
  • YHB Investment Advisors bought 89 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2026, an estimated $9.63K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.08% of YHB Investment Advisors's portfolio in Q2 2026, its #152 holding.
  • YHB Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.42M in Q2 2023.
  • 84 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.