KC
SLYG icon

Kades & Cheifetz’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Kades & Cheifetz’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 		$9.01M Sell
99,730
-1,341
-1% -$127K 4.61% 4
2024
Q3 		$9.41M Sell
101,071
-760
-0.7% -$68.5K 5.39% 4
2024
Q2 		$8.74M Sell
101,831
-125
-0.1% -$10.7K 5.5% 4
2024
Q1 		$8.89M Buy
101,956
+478
+0.5% +$39.8K 5.69% 4
2023
Q4 		$8.49M Sell
101,478
-1,261
-1% -$94.6K 6.02% 2
2023
Q3 		$7.53M Sell
102,739
-1,209
-1% -$93.2K 5.96% 2
2023
Q2 		$8M Sell
103,948
-120
-0.1% -$8.77K 6.13% 3
2023
Q1 		$7.68M Sell
104,068
-159
-0.2% -$12K 6.05% 2
2022
Q4 		$7.53M Buy
+104,227
New +$7.67M 6.29% 2

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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 $1.83B AUM 16.79% 1-Year Est. Return

Kades & Cheifetz's SLYG Position: Q4 2024 in Review

Kades & Cheifetz reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.3% in Q4 2024, selling an estimated $127K and leaving 99,730 shares worth $9.01M. The position accounts for 4.61% of the portfolio, ranked #4.

Kades & Cheifetz first reported a position in SLYG in Q4 2022 and has held it in 9 quarters since. The position peaked at $9.41M in Q3 2024. 476 funds tracked by Wall St. Rank hold SLYG as of Q4 2024.

  • Kades & Cheifetz held 99,730 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $9.01M as of Q4 2024.
  • Kades & Cheifetz sold 1,341 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2024, an estimated $127K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 4.61% of Kades & Cheifetz's portfolio in Q4 2024, its #4 holding.
  • Kades & Cheifetz first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 9 quarters since.
  • Kades & Cheifetz's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $9.41M 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 Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.