LBMC Investment Advisors’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 | $293K | Buy |
3,299
+6
| +0.2% | +$532 | 0.02% | 175 |
|
|
2025
Q1 | $273K | Buy |
3,293
+5
| +0.2% | +$415 | 0.02% | 169 |
|
|
2024
Q4 | $297K | Buy |
3,288
+8
| +0.2% | +$723 | 0.02% | 163 |
|
|
2024
Q3 | $305K | Buy |
3,280
+6
| +0.2% | +$559 | 0.02% | 150 |
|
|
2024
Q2 | $281K | Buy |
3,274
+6
| +0.2% | +$515 | 0.02% | 148 |
|
|
2024
Q1 | $285K | Sell |
3,268
-1,284
| -28% | -$112K | 0.02% | 145 |
|
|
2023
Q4 | $381K | Sell |
4,552
-2,459
| -35% | -$206K | 0.04% | 107 |
|
|
2023
Q3 | $502K | Buy |
7,011
+17
| +0.2% | +$1.22K | 0.05% | 94 |
|
|
2023
Q2 | $538K | Buy |
6,994
+21
| +0.3% | +$1.62K | 0.05% | 92 |
|
|
2023
Q1 | $514K | Buy |
6,973
+16
| +0.2% | +$1.18K | 0.05% | 95 |
|
|
2022
Q4 | $503K | Buy |
6,957
+23
| +0.3% | +$1.66K | 0.05% | 91 |
|
|
2022
Q3 | $472K | Buy |
6,934
+3,647
| +111% | +$248K | 0.05% | 87 |
|
|
2022
Q2 | $232K | Buy |
+3,287
| New | +$232K | 0.03% | 136 |
|
|
2022
Q1 | – | Sell |
-2,282
| Closed | -$212K | – | 170 |
|
|
2021
Q4 | $212K | Buy |
+2,282
| New | +$212K | 0.02% | 160 |
|
|
2021
Q3 | – | Sell |
-2,273
| Closed | -$202K | – | 171 |
|
|
2021
Q2 | $202K | Buy |
+2,273
| New | +$202K | 0.02% | 162 |
|
|
2018
Q1 | – | Sell |
-3,596
| Closed | -$204K | – | 88 |
|
|
2017
Q4 | $204K | Sell |
3,596
-600
| -14% | -$34K | 0.03% | 83 |
|
|
2017
Q3 | $239K | Buy |
+4,196
| New | +$239K | 0.04% | 70 |
|
|
2017
Q2 | – | Sell |
-4,504
| Closed | -$240K | – | 78 |
|
|
2017
Q1 | $240K | Buy |
+4,504
| New | +$240K | 0.04% | 70 |
|