Colony Group’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
2023
Q3
$1.62M Sell
22,155
-1,803
-8% -$139K 0.02% 361
2023
Q2
$1.84M Sell
23,958
-730
-3% -$53.4K 0.03% 358
2023
Q1
$1.82M Sell
24,688
-1,569
-6% -$118K 0.03% 359
2022
Q4
$1.9M Buy
26,257
+289
+1% +$21.3K 0.03% 388
2022
Q3
$1.77M Buy
25,968
+1,428
+6% +$107K 0.03% 349
2022
Q2
$1.73M Sell
24,540
-1,096
-4% -$83.2K 0.03% 344
2022
Q1
$2.15M Buy
25,636
+724
+3% +$61.1K 0.03% 346
2021
Q4
$2.31M Hold
24,912
0.04% 309
2021
Q3
$2.17M Sell
24,912
-321
-1% -$28.3K 0.04% 307
2021
Q2
$2.24M Hold
25,233
0.04% 289
2021
Q1
$2.17M Sell
25,233
-1,115
-4% -$94.8K 0.05% 296
2020
Q4
$2.01M Sell
26,348
-300
-1% -$20.5K 0.05% 275
2020
Q3
$1.57M Sell
26,648
-3,133
-11% -$187K 0.04% 296
2020
Q2
$1.69M Sell
29,781
-12,396
-29% -$646K 0.05% 274
2020
Q1
$1.95M Sell
42,177
-3,531
-8% -$208K 0.06% 242
2019
Q4
$2.95M Sell
45,708
-460
-1% -$28.4K 0.07% 235
2019
Q3
$2.75M Hold
46,168
0.09% 219
2019
Q2
$2.81M Sell
46,168
-65
-0.1% -$3.91K 0.09% 215
2019
Q1
$2.76M Buy
46,233
+375
+0.8% +$22.2K 0.12% 157
2018
Q4
$2.47M Buy
45,858
+36,940
+414% +$2.2M 0.12% 156
2018
Q3
$602K Buy
8,918
+1
+0% +$67 0.03% 316
2018
Q2
$564K Buy
8,917
+1
+0% +$61 0.03% 323
2018
Q1
$518K Sell
8,916
-636
-7% -$37K 0.03% 332
2017
Q4
$543K Buy
9,552
+5,432
+132% +$313K 0.03% 311
2017
Q3
$235K Buy
+4,120
New +$223K 0.02% 395
2017
Q1
Sell
-5,936
Closed -$309K 297
2016
Q4
$309K Buy
+5,936
New +$291K 0.03% 231
2016
Q1
Sell
-23,660
Closed -$1.02M 579
2015
Q4
$1.02M Buy
23,660
+23,360
+7,787% +$1.07M 0.09% 190
2015
Q3
$13K Hold
300
﹤0.01% 589
2015
Q2
$14K Hold
300
﹤0.01% 571
2015
Q1
$14K Hold
300
﹤0.01% 531
2014
Q4
$13K Hold
300
﹤0.01% 556
2014
Q3
$13K Sell
300
-100
-25% -$4.39K ﹤0.01% 566
2014
Q2
$18K Hold
400
﹤0.01% 446
2014
Q1
$18K Hold
400
﹤0.01% 456
2013
Q4
$18K Buy
+400
New +$17.1K ﹤0.01% 415

Other funds holding SLYG

Colony Group's SLYG Position: Q3 2023 in Review

Colony Group reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 7.5% in Q3 2023, selling an estimated $139K and leaving 22,155 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #361.

Colony Group first reported a position in SLYG in Q4 2013 and has held it in 35 quarters since. The position peaked at $2.95M in Q4 2019. 382 funds tracked by Wall St. Rank hold SLYG as of Q3 2023.

  • Colony Group held 22,155 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.62M as of Q3 2023.
  • Colony Group sold 1,803 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2023, an estimated $139K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.02% of Colony Group's portfolio in Q3 2023, its #361 holding.
  • Colony Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2013 and has held it in 35 quarters since.
  • Colony Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $2.95M in Q4 2019.
  • 382 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2023.

Based on Colony Group's 13F filing for Q3 2023, filed 14 Nov 2023.