AI
SLYG icon

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

Atria Investments’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
2025
Q1 		– Sell
-6,713
Closed -$607K – 1990
2024
Q4 		$607K Sell
6,713
-924
-12% -$87.3K 0.01% 1227
2024
Q3 		$711K Sell
7,637
-11,043
-59% -$995K 0.01% 1151
2024
Q2 		$1.6M Buy
18,680
+2,252
+14% +$192K 0.02% 729
2024
Q1 		$1.43M Buy
16,428
+992
+6% +$82.7K 0.02% 790
2023
Q4 		$1.29M Buy
+15,436
New +$1.16M 0.02% 787
2020
Q2 		– Sell
-9,466
Closed -$437K – 729
2020
Q1 		$437K Sell
9,466
-4,858
-34% -$287K 0.03% 375
2019
Q4 		$924K Buy
14,324
+3,005
+27% +$185K 0.03% 562
2019
Q3 		$674K Sell
11,319
-746
-6% -$45K 0.02% 513
2019
Q2 		$710K Buy
12,065
+2,417
+25% +$145K 0.03% 492
2019
Q1 		$576K Sell
9,648
-226
-2% -$13.4K 0.02% 494
2018
Q4 		$533K Sell
9,874
-94,267
-91% -$5.61M 0.02% 486
2018
Q3 		$7.03M Sell
104,141
-7,257
-7% -$488K 0.28% 67
2018
Q2 		$7.04M Buy
111,398
+104,590
+1,536% +$6.42M 0.31% 56
2018
Q1 		$396K Buy
6,808
+2,568
+61% +$150K 0.02% 588
2017
Q4 		$241K Buy
+4,240
New +$245K 0.01% 726
2017
Q3 		– Sell
-22,392
Closed -$1.21M – 824
2017
Q2 		$1.21M Buy
22,392
+1,064
+5% +$56.8K 0.07% 259
2017
Q1 		$1.13M Sell
21,328
-3,920
-16% -$206K 0.07% 240
2016
Q4 		$1.31M Buy
+25,248
New +$1.24M 0.1% 207

Other funds holding SLYG

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Atria Investments's SLYG Position: Q1 2025 in Review

Atria Investments sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2025, closing a stake of 6,713 shares — an estimated $607K sold.

Atria Investments first reported a position in SLYG in Q4 2016 and held it in 18 quarters. The position peaked at $7.04M in Q2 2018. 462 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

  • Atria Investments reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Investments sold 6,713 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2025, an estimated $607K.
  • Atria Investments first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2016 and held it in 18 quarters.
  • Atria Investments's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $7.04M in Q2 2018.
  • 462 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.