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

JDM Financial Group’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
Q3 		– Sell
-45
Closed -$3.87K – 417
2024
Q2 		$3.87K Hold
45
– – ﹤0.01% 201
2024
Q1 		$3.93K Hold
45
– – ﹤0.01% 192
2023
Q4 		$3.76K Hold
45
– – ﹤0.01% 189
2023
Q3 		$3.3K Hold
45
– – ﹤0.01% 189
2023
Q2 		$3.46K Hold
45
– – ﹤0.01% 190
2023
Q1 		$3.31K Hold
45
– – ﹤0.01% 203
2022
Q4 		$3.23K Buy
+45
New +$3.31K ﹤0.01% 197

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

JDM Financial Group's SLYG Position: Q3 2024 in Review

JDM Financial Group sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q3 2024, closing a stake of 45 shares — an estimated $3.87K sold.

JDM Financial Group first reported a position in SLYG in Q4 2022 and held it in 7 quarters. The position peaked at $3.93K in Q1 2024. 463 funds tracked by Wall St. Rank hold SLYG as of Q3 2024.

  • JDM Financial Group reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • JDM Financial Group sold 45 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q3 2024, an estimated $3.87K.
  • JDM Financial Group first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and held it in 7 quarters.
  • JDM Financial Group's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.93K in Q1 2024.
  • 463 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q3 2024.

Based on JDM Financial Group's 13F filing for Q3 2024, filed 18 Nov 2024.