Everhart Financial Group’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+2,367
| New | +$210K | 0.02% | 328 |
|
|
2025
Q1 | – | Sell |
-4,776
| Closed | -$431K | – | 346 |
|
|
2024
Q4 | $431K | Sell |
4,776
-268
| -5% | -$24.2K | 0.09% | 207 |
|
|
2024
Q3 | $470K | Sell |
5,044
-39
| -0.8% | -$3.63K | 0.1% | 200 |
|
|
2024
Q2 | $436K | Sell |
5,083
-8
| -0.2% | -$687 | 0.11% | 176 |
|
|
2024
Q1 | $444K | Sell |
5,091
-181
| -3% | -$15.8K | 0.13% | 164 |
|
|
2023
Q4 | $441K | Buy |
5,272
+350
| +7% | +$29.3K | 0.16% | 132 |
|
|
2023
Q3 | $361K | Sell |
4,922
-111
| -2% | -$8.13K | 0.15% | 129 |
|
|
2023
Q2 | $387K | Sell |
5,033
-53
| -1% | -$4.08K | 0.16% | 122 |
|
|
2023
Q1 | $375K | Buy |
5,086
+535
| +12% | +$39.5K | 0.17% | 113 |
|
|
2022
Q4 | $329K | Buy |
+4,551
| New | +$329K | 0.17% | 110 |
|
|
2022
Q2 | – | Sell |
-4,348
| Closed | -$365K | – | 194 |
|
|
2022
Q1 | $365K | Sell |
4,348
-43
| -1% | -$3.61K | 0.21% | 91 |
|
|
2021
Q4 | $407K | Buy |
+4,391
| New | +$407K | 0.25% | 79 |
|