Baldwin Wealth Partners’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-470	Closed	-$43.8K	–	880
2024 Q3	$43.8K	Hold	470	–	–	﹤0.01%	576
2024 Q2	$40.4K	Hold	470	–	–	﹤0.01%	379
2024 Q1	$41K	Hold	470	–	–	﹤0.01%	392
2023 Q4	$39.3K	Hold	470	–	–	﹤0.01%	408
2023 Q3	$34.4K	Hold	470	–	–	﹤0.01%	442
2023 Q2	$36.2K	Sell	470 -77	-14%	-$5.63K	﹤0.01%	460
2023 Q1	$40.3K	Sell	547 -75	-12%	-$5.66K	﹤0.01%	439
2022 Q4	$44.9K	Hold	622	–	–	﹤0.01%	427
2022 Q3	$42K	Hold	622	–	–	0.01%	351
2022 Q2	$44K	Hold	622	–	–	0.01%	368
2022 Q1	$52K	Hold	622	–	–	0.01%	368
2021 Q4	$58K	Hold	622	–	–	0.01%	331
2021 Q3	$54K	Sell	622 -15	-2%	-$1.32K	0.01%	338
2021 Q2	$57K	Hold	637	–	–	0.01%	341
2021 Q1	$55K	Hold	637	–	–	0.01%	333
2020 Q4	$49K	Sell	637 -75	-11%	-$5.12K	0.01%	323
2020 Q3	$42K	Sell	712 -323	-31%	-$19.3K	0.01%	314
2020 Q2	$59K	Hold	1,035	–	–	0.01%	271
2020 Q1	$48K	Buy	1,035 +224	+28%	+$13.2K	0.01%	279
2019 Q4	$52K	Buy	811 +160	+25%	+$9.87K	0.01%	309
2019 Q3	$39K	Buy	+651	New	+$39.3K	0.01%	338

Other funds holding SLYG