Global Financial Private Client’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-308	Closed	-$25.6K	–	1366
2025 Q1	$25.6K	Hold	308	–	–	0.01%	412
2024 Q4	$27.8K	Hold	308	–	–	0.01%	382
2024 Q3	$28.7K	Hold	308	–	–	0.01%	381
2024 Q2	$26.4K	Hold	308	–	–	0.01%	362
2024 Q1	$26.7K	Hold	308	–	–	0.01%	364
2023 Q4	$25.8K	Hold	308	–	–	0.01%	363
2023 Q3	$22.3K	Hold	308	–	–	0.01%	363
2023 Q2	$23.8K	Hold	308	–	–	0.01%	360
2023 Q1	$22.7K	Hold	308	–	–	0.01%	359
2022 Q4	$22.3K	Hold	308	–	–	0.01%	348
2022 Q3	$21.5K	Hold	308	–	–	0.01%	347
2022 Q2	$21.9K	Hold	308	–	–	0.01%	336
2022 Q1	$26.1K	Hold	308	–	–	0.01%	327
2021 Q4	$28.6K	Hold	308	–	–	0.01%	313
2021 Q3	$27.3K	Hold	308	–	–	0.01%	289
2021 Q2	$27.4K	Hold	308	–	–	0.02%	295
2021 Q1	$26.9K	Hold	308	–	–	0.02%	261
2020 Q4	$23.5K	Hold	308	–	–	0.02%	254
2020 Q3	$18.4K	Hold	308	–	–	0.02%	263
2020 Q2	$17.3K	Hold	308	–	–	0.02%	307
2020 Q1	$13.2K	Hold	308	–	–	0.01%	338
2019 Q4	$19.9K	Buy	+308	New	+$19K	0.02%	334

Other funds holding SLYG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Global Financial Private Client's SLYG Position: Q2 2025 in Review

Global Financial Private Client sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2025, closing a stake of 308 shares — an estimated $25.6K sold.

Global Financial Private Client first reported a position in SLYG in Q4 2019 and held it in 22 quarters. The position peaked at $28.7K in Q3 2024. 484 funds tracked by Wall St. Rank hold SLYG as of Q2 2025.

Global Financial Private Client reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 308 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2025, an estimated $25.6K.
Global Financial Private Client first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $28.7K in Q3 2024.
484 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.