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

Lane & Associates’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
2025
Q1 		$1.17M Buy
14,121
+55
+0.4% +$4.91K 0.63% 38
2024
Q4 		$1.32M Sell
14,066
-783
-5% -$74K 0.68% 33
2024
Q3 		$1.38M Sell
14,849
-563
-4% -$50.7K 0.75% 34
2024
Q2 		$1.32M Sell
15,412
-1,591
-9% -$136K 0.78% 34
2024
Q1 		$1.48M Sell
17,003
-490
-3% -$40.8K 0.93% 25
2023
Q4 		$1.46M Sell
17,493
-684
-4% -$51.3K 1.06% 26
2023
Q3 		$1.33M Sell
18,177
-1,520
-8% -$117K 1.07% 24
2023
Q2 		$1.52M Sell
19,697
-787
-4% -$57.5K 1.21% 21
2023
Q1 		$1.51M Sell
20,484
-461
-2% -$34.8K 1.35% 18
2022
Q4 		$1.51M Buy
+20,945
New +$1.54M 1.43% 18

Other funds holding SLYG

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
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
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
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Lane & Associates's SLYG Position: Q1 2025 in Review

Lane & Associates increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 0.39% in Q1 2025, buying an estimated $4.91K and bringing the position to 14,121 shares worth $1.17M. The position accounts for 0.63% of the portfolio, ranked #38.

Lane & Associates first reported a position in SLYG in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.52M in Q2 2023. 461 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

  • Lane & Associates held 14,121 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $1.17M as of Q1 2025.
  • Lane & Associates bought 55 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2025, an estimated $4.91K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.63% of Lane & Associates's portfolio in Q1 2025, its #38 holding.
  • Lane & Associates first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and has held it in 10 quarters since.
  • Lane & Associates's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.52M in Q2 2023.
  • 461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.