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

Carolinas Wealth Consulting’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 		– Sell
-66
Closed -$5.89K – 1084
2024
Q4 		$5.89K Buy
66
+1
+2% +$95 ﹤0.01% 615
2024
Q3 		$6.04K Hold
65
– – ﹤0.01% 635
2024
Q2 		$5.56K Hold
65
– – ﹤0.01% 636
2024
Q1 		$5.63K Buy
65
+1
+2% +$83 ﹤0.01% 632
2023
Q4 		$5.38K Hold
64
– – ﹤0.01% 609
2023
Q3 		$4.47K Hold
64
– – ﹤0.01% 620
2023
Q2 		$4.92K Hold
64
– – ﹤0.01% 677
2023
Q1 		$4.7K Hold
64
– – ﹤0.01% 691
2022
Q4 		$4.59K Buy
64
+1
+2% +$74 ﹤0.01% 704
2022
Q3 		$4K Hold
63
– – ﹤0.01% 692
2022
Q2 		$4K Buy
63
+28
+80% +$2.13K ﹤0.01% 696
2022
Q1 		$3K Hold
35
– – ﹤0.01% 773
2021
Q4 		$3K Hold
35
– – ﹤0.01% 794
2021
Q3 		$3K Hold
35
– – ﹤0.01% 757
2021
Q2 		$3K Hold
35
– – ﹤0.01% 777
2021
Q1 		$3K Hold
35
– – ﹤0.01% 784
2020
Q4 		$3K Hold
35
– – ﹤0.01% 717
2020
Q3 		$2K Hold
35
– – ﹤0.01% 742
2020
Q2 		$2K Buy
+35
New +$1.82K ﹤0.01% 513

Other funds holding SLYG

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $2.07B AUM 22.34% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Carolinas Wealth Consulting's SLYG Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2025, closing a stake of 66 shares — an estimated $5.89K sold.

Carolinas Wealth Consulting first reported a position in SLYG in Q2 2020 and held it in 19 quarters. The position peaked at $6.04K in Q3 2024. 462 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 66 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2025, an estimated $5.89K.
  • Carolinas Wealth Consulting first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $6.04K in Q3 2024.
  • 462 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.