LWM
SLYG icon

Laidlaw Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Laidlaw Wealth Management’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
-2,513
Closed -$234K – 199
2024
Q3 		$234K Sell
2,513
-11,912
-83% -$1.07M 0.12% 155
2024
Q2 		$1.24M Sell
14,425
-1,258
-8% -$107K 0.68% 46
2024
Q1 		$1.37M Sell
15,683
-4,255
-21% -$355K 0.76% 41
2023
Q4 		$1.67M Sell
19,938
-8,988
-31% -$674K 0.61% 40
2023
Q3 		$2.12M Sell
28,926
-7,585
-21% -$585K 0.7% 36
2023
Q2 		$2.81M Sell
36,511
-2,655
-7% -$194K 0.55% 44
2023
Q1 		$2.89M Sell
39,166
-685
-2% -$51.7K 0.59% 44
2022
Q4 		$2.88M Buy
39,851
+177
+0.4% +$13K 0.62% 41
2022
Q3 		$2.7M Buy
39,674
+472
+1% +$35.4K 0.63% 40
2022
Q2 		$2.76M Sell
39,202
-1,828
-4% -$139K 0.56% 47
2022
Q1 		$3.44M Buy
41,030
+3,414
+9% +$288K 0.57% 40
2021
Q4 		$3.49M Sell
37,616
-63
-0.2% -$5.74K 0.56% 46
2021
Q3 		$3.28M Sell
37,679
-2,451
-6% -$216K 0.84% 33
2021
Q2 		$3.56M Buy
40,130
+5,890
+17% +$513K 0.92% 28
2021
Q1 		$2.94M Sell
34,240
-4,927
-13% -$419K 1% 27
2020
Q4 		$2.99M Sell
39,167
-1,093
-3% -$74.6K 0.63% 39
2020
Q3 		$2.38M Buy
40,260
+3,120
+8% +$186K 1.06% 18
2020
Q2 		$2.11M Buy
37,140
+353
+1% +$18.4K 1.1% 19
2020
Q1 		$1.7M Buy
36,787
+15,954
+77% +$942K 1.11% 20
2019
Q4 		$1.34M Buy
+20,833
New +$1.29M 0.85% 36

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Laidlaw Wealth Management's SLYG Position: Q4 2024 in Review

Laidlaw Wealth Management sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2024, closing a stake of 2,513 shares — an estimated $234K sold.

Laidlaw Wealth Management first reported a position in SLYG in Q4 2019 and held it in 20 quarters. The position peaked at $3.56M in Q2 2021. 477 funds tracked by Wall St. Rank hold SLYG as of Q4 2024.

  • Laidlaw Wealth Management reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 2,513 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2024, an estimated $234K.
  • Laidlaw Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2019 and held it in 20 quarters.
  • Laidlaw Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $3.56M in Q2 2021.
  • 477 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2024.

Based on Laidlaw Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.