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

Freedom Investment 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
2026
Q1 		$863K Buy
8,933
+204
+2% +$20.2K 0.26% 38
2025
Q4 		$822K Buy
8,729
+103
+1% +$9.72K 0.24% 40
2025
Q3 		$814K Sell
8,626
-7,252
-46% -$667K 0.22% 51
2025
Q2 		$1.41M Sell
15,878
-538
-3% -$45K 0.11% 161
2025
Q1 		$1.36M Sell
16,416
-2,791
-15% -$249K 0.11% 162
2024
Q4 		$1.74M Sell
19,207
-110
-0.6% -$10.4K 0.14% 123
2024
Q3 		$1.8M Sell
19,317
-1,750
-8% -$158K 0.14% 132
2024
Q2 		$1.81M Sell
21,067
-1,120
-5% -$95.7K 0.15% 126
2024
Q1 		$1.94M Sell
22,187
-1,690
-7% -$141K 0.16% 124
2023
Q4 		$2M Buy
23,877
+4,111
+21% +$308K 0.16% 117
2023
Q3 		$1.45M Sell
19,766
-125
-0.6% -$9.64K 0.18% 129
2023
Q2 		$1.53M Buy
19,891
+118
+0.6% +$8.63K 0.17% 140
2023
Q1 		$1.46M Sell
19,773
-792
-4% -$59.8K 0.16% 167
2022
Q4 		$1.49M Sell
20,565
-250
-1% -$18.4K 0.17% 162
2022
Q3 		$1.42M Sell
20,815
-241
-1% -$18.1K 0.16% 159
2022
Q2 		$1.48M Sell
21,056
-3,228
-13% -$245K 0.16% 171
2022
Q1 		$2.04M Sell
24,284
-1,875
-7% -$158K 0.18% 139
2021
Q4 		$2.43M Buy
26,159
+1,793
+7% +$163K 0.18% 145
2021
Q3 		$2.12M Sell
24,366
-1,930
-7% -$170K 0.16% 163
2021
Q2 		$2.33M Sell
26,296
-1,500
-5% -$131K 0.17% 142
2021
Q1 		$2.39M Sell
27,796
-1,166
-4% -$99.1K 0.19% 128
2020
Q4 		$2.21M Sell
28,962
-2,050
-7% -$140K 0.24% 94
2020
Q3 		$1.83M Sell
31,012
-3,196
-9% -$191K 0.2% 103
2020
Q2 		$1.94M Sell
34,208
-5,607
-14% -$292K 0.21% 104
2020
Q1 		$2.59M Sell
39,815
-212
-0.5% -$12.5K 0.23% 99
2019
Q4 		$2.58M Sell
40,027
-1,684
-4% -$104K 0.23% 92
2019
Q3 		$2.49M Buy
41,711
+549
+1% +$33.1K 0.22% 95
2019
Q2 		$2.51M Sell
41,162
-356
-0.9% -$21.4K 0.21% 97
2019
Q1 		$2.48M Sell
41,518
-2,806
-6% -$166K 0.2% 103
2018
Q4 		$2.39M Sell
44,324
-14,202
-24% -$846K 0.19% 93
2018
Q3 		$4.08M Buy
58,526
+6,995
+14% +$470K 0.26% 57
2018
Q2 		$3.26M Sell
51,531
-7,081
-12% -$435K 0.2% 83
2018
Q1 		$3.41M Buy
58,612
+47,812
+443% +$2.78M 0.17% 88
2017
Q4 		$614K Sell
10,800
-864
-7% -$49.8K 0.03% 541
2017
Q3 		$665K Buy
11,664
+824
+8% +$44.6K 0.04% 481
2017
Q2 		$586K Sell
10,840
-148
-1% -$7.9K 0.03% 503
2017
Q1 		$584K Buy
10,988
+264
+2% +$13.9K 0.03% 493
2016
Q4 		$558K Sell
10,724
-324
-3% -$15.9K 0.04% 446
2016
Q3 		$528K Sell
11,048
-312
-3% -$14.6K 0.03% 431
2016
Q2 		$507K Buy
11,360
+1,116
+11% +$48.8K 0.03% 413
2016
Q1 		$443K Sell
10,244
-744
-7% -$30.1K 0.03% 440
2015
Q4 		$474K Sell
10,988
-5,888
-35% -$269K 0.04% 420
2015
Q3 		$355K Buy
16,876
+7,132
+73% +$331K 0.04% 419
2015
Q2 		$463K Buy
9,744
+336
+4% +$15.9K 0.05% 361
2015
Q1 		$444K Buy
9,408
+56
+0.6% +$2.54K 0.05% 350
2014
Q4 		$416K Sell
9,352
-592
-6% -$26K 0.05% 329
2014
Q3 		$423K Sell
9,944
-32
-0.3% -$1.41K 0.07% 268
2014
Q2 		$452K Sell
9,976
-1,072
-10% -$46.8K 0.08% 257
2014
Q1 		$494K Sell
11,048
-308
-3% -$13.6K 0.11% 192
2013
Q4 		$508K Buy
11,356
+212
+2% +$9.07K 0.13% 155
2013
Q3 		$454K Buy
11,144
+1,224
+12% +$48K 0.13% 139
2013
Q2 		$362K Buy
+9,920
New +$355K 0.12% 145

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

Freedom Investment Management's SLYG Position: Q1 2026 in Review

Freedom Investment Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 2.3% in Q1 2026, buying an estimated $20.2K and bringing the position to 8,933 shares worth $863K. The position accounts for 0.26% of the portfolio, ranked #38.

Freedom Investment Management first reported a position in SLYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.08M in Q3 2018. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Freedom Investment Management held 8,933 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $863K as of Q1 2026.
  • Freedom Investment Management bought 204 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $20.2K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.26% of Freedom Investment Management's portfolio in Q1 2026, its #38 holding.
  • Freedom Investment Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Freedom Investment Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $4.08M in Q3 2018.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.