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

Financial Gravity Companies’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 		$25.3K Hold
280
– – 0.01% 404
2024
Q3 		$26.1K Buy
+280
New +$25.2K 0.01% 243
2018
Q4 		$57K Buy
+971
New +$57.8K 0.05% 298
2018
Q1 		$19K Buy
332
+172
+108% +$10K 0.02% 509
2017
Q4 		$9K Buy
+160
New +$9.23K 0.01% 588

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Financial Gravity Companies's SLYG Position: Q4 2024 in Review

Financial Gravity Companies held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q4 2024 at 280 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #404.

Financial Gravity Companies first reported a position in SLYG in Q4 2017 and has held it in 5 quarters since. The position peaked at $57K in Q4 2018. 477 funds tracked by Wall St. Rank hold SLYG as of Q4 2024.

  • Financial Gravity Companies held 280 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $25.3K as of Q4 2024.
  • Financial Gravity Companies left its State Street SPDR S&P 600 Small Cap Growth ETF share count unchanged in Q4 2024.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2024, its #404 holding.
  • Financial Gravity Companies first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $57K in Q4 2018.
  • 477 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2024.

Based on Financial Gravity Companies's 13F filing for Q4 2024, filed 14 Feb 2025.