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Choate Investment Advisors’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Choate Investment Advisors’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
-1,183
Closed -$105K – 486
2025
Q2 		$105K Buy
+1,183
New +$98.9K ﹤0.01% 420
2025
Q1 		– Sell
-2,564
Closed -$232K – 413
2024
Q4 		$232K Buy
+2,564
New +$242K 0.01% 368

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 $1.1B AUM 20.77% 1-Year Est. Return

Choate Investment Advisors's SLYG Position: Q3 2025 in Review

Choate Investment Advisors sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2025, closing a stake of 1,183 shares — an estimated $105K sold.

Choate Investment Advisors first reported a position in SLYG in Q4 2024 and held it in 2 quarters. The position peaked at $232K in Q4 2024. 483 funds tracked by Wall St. Rank hold SLYG as of Q3 2025.

  • Choate Investment Advisors reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 1,183 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2025, an estimated $105K.
  • Choate Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Choate Investment Advisors's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $232K in Q4 2024.
  • 483 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.