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

Callan Capital’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 		$518K Buy
6,237
+160
+3% +$14.3K 0.04% 199
2024
Q4 		$549K Hold
6,077
– – 0.04% 160
2024
Q3 		$566K Buy
6,077
+20
+0.3% +$1.8K 0.04% 162
2024
Q2 		$520K Buy
+6,057
New +$518K 0.04% 152

Other funds holding SLYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
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
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Callan Capital's SLYG Position: Q1 2025 in Review

Callan Capital increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.6% in Q1 2025, buying an estimated $14.3K and bringing the position to 6,237 shares worth $518K. The position accounts for 0.04% of the portfolio, ranked #199.

Callan Capital first reported a position in SLYG in Q2 2024 and has held it in 4 quarters since. The position peaked at $566K in Q3 2024. 461 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

  • Callan Capital held 6,237 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $518K as of Q1 2025.
  • Callan Capital bought 160 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2025, an estimated $14.3K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.04% of Callan Capital's portfolio in Q1 2025, its #199 holding.
  • Callan Capital first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • Callan Capital's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $566K in Q3 2024.
  • 461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.