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

Baldwin Wealth Partners’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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Baldwin Wealth Partners's SLYG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2024, closing a stake of 470 shares — an estimated $43.8K sold.

Baldwin Wealth Partners first reported a position in SLYG in Q3 2019 and held it in 21 quarters. The position peaked at $59K in Q2 2020. 477 funds tracked by Wall St. Rank hold SLYG as of Q4 2024.

Baldwin Wealth Partners reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 470 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2024, an estimated $43.8K.
Baldwin Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2019 and held it in 21 quarters.
Baldwin Wealth Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $59K in Q2 2020.
477 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.