Key Financial Inc’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Sell |
79,176
-5,782
| -7% | -$513K | 1.41% | 16 |
|
|
2025
Q1 | $7.05M | Sell |
84,958
-2,087
| -2% | -$173K | 1.53% | 13 |
|
|
2024
Q4 | $7.86M | Buy |
87,045
+992
| +1% | +$89.6K | 1.79% | 10 |
|
|
2024
Q3 | $8.01M | Buy |
86,053
+4,541
| +6% | +$423K | 1.77% | 10 |
|
|
2024
Q2 | $7M | Buy |
81,512
+8,518
| +12% | +$731K | 1.68% | 11 |
|
|
2024
Q1 | $6.37M | Buy |
72,994
+5,908
| +9% | +$515K | 1.62% | 11 |
|
|
2023
Q4 | $5.61M | Buy |
67,086
+5,719
| +9% | +$478K | 1.53% | 12 |
|
|
2023
Q3 | $4.5M | Buy |
61,367
+6,561
| +12% | +$481K | 1.52% | 13 |
|
|
2023
Q2 | $4.22M | Buy |
54,806
+4,342
| +9% | +$334K | 1.4% | 14 |
|
|
2023
Q1 | $3.72M | Buy |
50,464
+7,920
| +19% | +$584K | 1.36% | 15 |
|
|
2022
Q4 | $2.9M | Hold |
42,544
| – | – | 1.37% | 15 |
|
|
2022
Q3 | $2.9M | Buy |
42,544
+15,163
| +55% | +$1.03M | 1.36% | 15 |
|
|
2022
Q2 | $1.95M | Buy |
27,381
+2,790
| +11% | +$198K | 1.05% | 19 |
|
|
2022
Q1 | $2.06M | Buy |
24,591
+2,815
| +13% | +$236K | 1.02% | 19 |
|
|
2021
Q4 | $2.02M | Buy |
21,776
+5,978
| +38% | +$555K | 1.01% | 22 |
|
|
2021
Q3 | $1.38M | Buy |
15,798
+2,991
| +23% | +$261K | 0.78% | 26 |
|
|
2021
Q2 | $1.13M | Buy |
12,807
+5,934
| +86% | +$525K | 0.63% | 27 |
|
|
2021
Q1 | $590K | Buy |
6,873
+3,475
| +102% | +$298K | 0.39% | 52 |
|
|
2020
Q4 | $260K | Buy |
+3,398
| New | +$260K | 0.19% | 97 |
|
|
2020
Q2 | – | Sell |
-630
| Closed | -$29K | – | 535 |
|
|
2020
Q1 | $29K | Buy |
+630
| New | +$29K | 0.03% | 287 |
|