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Financial Enhancement Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Financial Enhancement Group’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
-124,658
Closed -$8.8M – 143
2024
Q3 		$8.8M Buy
+124,658
New +$11.2M 1.71% 15
2023
Q4 		– Sell
-128,462
Closed -$9.34M – 123
2023
Q3 		$9.34M Buy
128,462
+749
+0.6% +$57.7K 1.8% 14
2023
Q2 		$10.2M Buy
127,713
+3,055
+2% +$223K 1.88% 14
2023
Q1 		$8.8M Buy
124,658
+10,575
+9% +$798K 1.71% 15
2022
Q4 		$8.97M Buy
+114,083
New +$8.4M 1.72% 15
2020
Q2 		– Sell
-50
Closed -$2K – 299
2020
Q1 		$2K Buy
+50
New +$2.95K ﹤0.01% 250

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

Financial Enhancement Group's SLYG Position: Q4 2024 in Review

Financial Enhancement Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2024, closing a stake of 124,658 shares — an estimated $8.8M sold.

Financial Enhancement Group first reported a position in SLYG in Q1 2020 and held it in 6 quarters. The position peaked at $10.2M in Q2 2023. 476 funds tracked by Wall St. Rank hold SLYG as of Q4 2024.

  • Financial Enhancement Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Enhancement Group sold 124,658 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2024, an estimated $8.8M.
  • Financial Enhancement Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2020 and held it in 6 quarters.
  • Financial Enhancement Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $10.2M in Q2 2023.
  • 476 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2024.

Based on Financial Enhancement Group's 13F filing for Q4 2024, filed 14 Jan 2025.