Congress Wealth Management’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
2025
Q1
Sell
-3,749
Closed -$339K 1115
2024
Q4
$339K Buy
+3,749
New +$354K ﹤0.01% 738
2024
Q3
Sell
-8,372
Closed -$719K 867
2024
Q2
$719K Sell
8,372
-235
-3% -$20.1K 0.01% 478
2024
Q1
$751K Buy
8,607
+278
+3% +$23.2K 0.01% 402
2023
Q4
$697K Buy
8,329
+27
+0.3% +$2.03K 0.01% 422
2023
Q3
$608K Buy
+8,302
New +$640K 0.01% 433

Other funds holding SLYG

Congress Wealth Management's SLYG Position: Q1 2025 in Review

Congress Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2025, closing a stake of 3,749 shares — an estimated $339K sold.

Congress Wealth Management first reported a position in SLYG in Q3 2023 and held it in 5 quarters. The position peaked at $751K in Q1 2024. 461 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

  • Congress Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Congress Wealth Management sold 3,749 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2025, an estimated $339K.
  • Congress Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2023 and held it in 5 quarters.
  • Congress Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $751K in Q1 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 Congress Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.