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Householder Group Estate & Retirement Specialist’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Householder Group Estate & Retirement Specialist’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
-1,538
Closed -$143K – 1115
2024
Q3 		$143K Hold
1,538
– – 0.04% 303
2024
Q2 		$132K Hold
1,538
– – 0.04% 302
2024
Q1 		$134K Buy
1,538
+179
+13% +$14.9K 0.04% 301
2023
Q4 		$113K Buy
1,359
+225
+20% +$16.9K 0.04% 315
2023
Q3 		$83.1K Buy
+1,134
New +$87.4K 0.03% 356
2023
Q1 		$56K Buy
+765
New +$57.7K 0.02% 424
2022
Q4 		– Sell
-1,150
Closed -$78K – 998
2022
Q3 		$78K Buy
+1,150
New +$86.3K 0.03% 309

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.37T 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 $2.07B AUM 22.34% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SLYG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2024, closing a stake of 1,538 shares — an estimated $143K sold.

Householder Group Estate & Retirement Specialist first reported a position in SLYG in Q3 2022 and held it in 7 quarters. The position peaked at $143K in Q3 2024. 476 funds tracked by Wall St. Rank hold SLYG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,538 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2024, an estimated $143K.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $143K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.