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Lee, Danner & Bass’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Lee, Danner & Bass’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 		– Sell
-174
Closed -$15.7K – 633
2024
Q4 		$15.7K Buy
+174
New +$16.4K ﹤0.01% 488

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 $1.83B AUM 16.79% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Lee, Danner & Bass's SLYG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2025, closing a stake of 174 shares — an estimated $15.7K sold.

Lee, Danner & Bass first reported a position in SLYG in Q4 2024 and held it in 1 quarter. The position peaked at $15.7K in Q4 2024. 461 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

  • Lee, Danner & Bass reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 174 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2025, an estimated $15.7K.
  • Lee, Danner & Bass first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $15.7K in Q4 2024.
  • 461 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.