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

Axiom Advisory’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
2024
Q3 		$2.41M Buy
26,788
+6,070
+29% +$547K 0.02% 102
2024
Q2 		$1.77M Buy
+20,718
New +$1.77M 0.02% 114

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Axiom Advisory's SLYG Position: Q3 2024 in Review

Axiom Advisory increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 29% in Q3 2024, buying an estimated $547K and bringing the position to 26,788 shares worth $2.41M. The position accounts for 0.02% of the portfolio, ranked #102.

Axiom Advisory first reported a position in SLYG in Q2 2024 and has held it in 2 quarters since. 463 funds tracked by Wall St. Rank hold SLYG as of Q3 2024.

  • Axiom Advisory held 26,788 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $2.41M as of Q3 2024.
  • Axiom Advisory bought 6,070 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2024, an estimated $547K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #102 holding.
  • Axiom Advisory first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 463 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.