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

HBC Financial Services’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	$166K	Hold	1,840	–	–	0.1%	36
2024 Q3	$168K	Hold	1,840	–	–	0.1%	38
2024 Q2	$171K	Hold	1,840	–	–	0.11%	36
2024 Q1	$153K	Hold	1,840	–	–	0.1%	38
2023 Q4	$153K	Hold	1,840	–	–	0.1%	37
2023 Q3	$134K	Hold	1,840	–	–	0.1%	34
2023 Q2	$147K	Hold	1,840	–	–	0.1%	34
2023 Q1	$134K	Hold	1,840	–	–	0.1%	35
2022 Q4	$133K	Hold	1,840	–	–	0.11%	35
2022 Q3	$125K	Hold	1,840	–	–	0.11%	33
2022 Q2	$133K	Hold	1,840	–	–	0.1%	33
2022 Q1	$141K	Hold	1,840	–	–	0.1%	34
2021 Q4	$170K	Hold	1,840	–	–	0.11%	32
2021 Q3	$163K	Hold	1,840	–	–	0.11%	32
2021 Q2	$153K	Hold	1,840	–	–	0.1%	34
2021 Q1	$161K	Hold	1,840	–	–	0.11%	33
2020 Q4	$150K	Hold	1,840	–	–	0.12%	27
2020 Q3	$122K	Hold	1,840	–	–	0.1%	29
2020 Q2	$107K	Hold	1,840	–	–	0.1%	30
2020 Q1	$78K	Hold	1,840	–	–	0.09%	34
2019 Q4	$118K	Buy	+1,840	New	+$114K	0.1%	39

Other funds holding SLYG

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

Citigroup New York $303B AUM 53.02% 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

TownSquare Capital Provo, Utah $544M AUM 40.38% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

HBC Financial Services's SLYG Position: Q4 2024 in Review

HBC Financial Services held its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) position steady in Q4 2024 at 1,840 shares worth $166K. The position accounts for 0.1% of the portfolio, ranked #36.

HBC Financial Services first reported a position in SLYG in Q4 2019 and has held it in 21 quarters since. The position peaked at $171K in Q2 2024. 477 funds tracked by Wall St. Rank hold SLYG as of Q4 2024.

HBC Financial Services held 1,840 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $166K as of Q4 2024.
HBC Financial Services 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 0.1% of HBC Financial Services's portfolio in Q4 2024, its #36 holding.
HBC Financial Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and has held it in 21 quarters since.
HBC Financial Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $171K in Q2 2024.
477 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.