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

Concord 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
-73
Closed -$6.8K – 978
2024
Q3 		$6.8K Buy
+73
New +$6.58K ﹤0.01% 596
2023
Q1 		– Sell
-24
Closed -$1.73K – 1196
2022
Q4 		$1.73K Buy
+24
New +$1.77K ﹤0.01% 969

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

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

Concord Wealth Partners sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2024, closing a stake of 73 shares — an estimated $6.8K sold.

Concord Wealth Partners first reported a position in SLYG in Q4 2022 and held it in 2 quarters. The position peaked at $6.8K in Q3 2024. 476 funds tracked by Wall St. Rank hold SLYG as of Q4 2024.

  • Concord 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.
  • Concord Wealth Partners sold 73 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2024, an estimated $6.8K.
  • Concord Wealth Partners first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and held it in 2 quarters.
  • Concord Wealth Partners's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $6.8K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.