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

Empirical Wealth Management’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	-2,619	Closed	-$237K	–	710
2024 Q4	$237K	Buy	+2,619	New	+$248K	0.01%	549
2019 Q3	–	Sell	-12,000	Closed	-$731K	–	297
2019 Q2	$731K	Hold	12,000	–	–	0.1%	119
2019 Q1	$716K	Hold	12,000	–	–	0.1%	117
2018 Q4	$647K	Hold	12,000	–	–	0.11%	108
2018 Q3	$810K	Hold	12,000	–	–	0.14%	83
2018 Q2	$758K	Hold	12,000	–	–	0.14%	82
2018 Q1	$698K	Hold	12,000	–	–	0.14%	81
2017 Q4	$682K	Hold	12,000	–	–	0.15%	73
2017 Q3	$684K	Hold	12,000	–	–	0.16%	71
2017 Q2	$649K	Hold	12,000	–	–	0.16%	68
2017 Q1	$638K	Buy	+12,000	New	+$631K	0.16%	71

Other funds holding SLYG

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Empirical Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2025, closing a stake of 2,619 shares — an estimated $237K sold.

Empirical Wealth Management first reported a position in SLYG in Q1 2017 and held it in 11 quarters. The position peaked at $810K in Q3 2018. 461 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

Empirical 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.
Empirical Wealth Management sold 2,619 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2025, an estimated $237K.
Empirical Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2017 and held it in 11 quarters.
Empirical Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $810K in Q3 2018.
461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2025.

Based on Empirical Wealth Management's 13F filing for Q1 2025, filed 8 May 2025.