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Baker Tilly Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Baker Tilly Wealth Management’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
Q3 		– Sell
-3,103
Closed -$275K – 281
2025
Q2 		$275K Sell
3,103
-1,129
-27% -$94.4K 0.1% 193
2025
Q1 		$351K Sell
4,232
-282
-6% -$25.2K 0.14% 163
2024
Q4 		$408K Sell
4,514
-1,570
-26% -$148K 0.16% 144
2024
Q3 		$566K Buy
6,084
+38
+0.6% +$3.42K 0.25% 103
2024
Q2 		$519K Buy
6,046
+1,430
+31% +$122K 0.21% 115
2024
Q1 		$403K Sell
4,616
-11,805
-72% -$984K 0.07% 298
2023
Q4 		$1.37M Sell
16,421
-1,233
-7% -$92.5K 0.23% 102
2023
Q3 		$1.29M Sell
17,654
-1,000
-5% -$77.1K 0.21% 100
2023
Q2 		$1.44M Sell
18,654
-673
-3% -$49.2K 0.15% 147
2023
Q1 		$1.43M Buy
19,327
+529
+3% +$39.9K 0.16% 136
2022
Q4 		$1.36M Sell
18,798
-4,381
-19% -$322K 0.17% 145
2022
Q3 		$1.58M Buy
23,179
+3,919
+20% +$294K 0.22% 99
2022
Q2 		$1.36M Buy
19,260
+1,025
+6% +$77.8K 0.18% 125
2022
Q1 		$1.53M Sell
18,235
-20,348
-53% -$1.72M 0.17% 120
2021
Q4 		$3.58M Buy
38,583
+25,314
+191% +$2.31M 0.38% 50
2021
Q3 		$1.16M Buy
13,269
+2,045
+18% +$180K 0.15% 137
2021
Q2 		$996K Buy
11,224
+420
+4% +$36.6K 0.16% 146
2021
Q1 		$928K Buy
10,804
+1,840
+21% +$156K 0.19% 129
2020
Q4 		$685K Buy
+8,964
New +$612K 0.21% 110

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Baker Tilly Wealth Management's SLYG Position: Q3 2025 in Review

Baker Tilly Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2025, closing a stake of 3,103 shares — an estimated $275K sold.

Baker Tilly Wealth Management first reported a position in SLYG in Q4 2020 and held it in 19 quarters. The position peaked at $3.58M in Q4 2021. 483 funds tracked by Wall St. Rank hold SLYG as of Q3 2025.

  • Baker Tilly Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 3,103 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2025, an estimated $275K.
  • Baker Tilly Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and held it in 19 quarters.
  • Baker Tilly Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.58M in Q4 2021.
  • 483 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2025.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.