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McKinley Carter Wealth Services’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

McKinley Carter Wealth Services’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
-2,555
Closed -$238K – 302
2024
Q3 		$238K Sell
2,555
-448
-15% -$40.4K 0.01% 282
2024
Q2 		$258K Sell
3,003
-832
-22% -$71.1K 0.02% 275
2024
Q1 		$335K Sell
3,835
-385
-9% -$32.1K 0.02% 249
2023
Q4 		$353K Sell
4,220
-65
-2% -$4.88K 0.03% 236
2023
Q3 		$314K Buy
4,285
+66
+2% +$5.09K 0.03% 241
2023
Q2 		$325K Sell
4,219
-118
-3% -$8.63K 0.02% 244
2023
Q1 		$320K Sell
4,337
-169
-4% -$12.8K 0.03% 246
2022
Q4 		$326K Sell
4,506
-555
-11% -$40.9K 0.03% 238
2022
Q3 		$345K Sell
5,061
-3,571
-41% -$268K 0.03% 222
2022
Q2 		$609K Buy
8,632
+1
+0% +$76 0.05% 174
2022
Q1 		$724K Sell
8,631
-242
-3% -$20.4K 0.06% 170
2021
Q4 		$824K Sell
8,873
-1,758
-17% -$160K 0.06% 156
2021
Q3 		$926K Sell
10,631
-926
-8% -$81.7K 0.08% 146
2021
Q2 		$1.03M Buy
11,557
+1
+0% +$87 0.08% 142
2021
Q1 		$992K Sell
11,556
-1,286
-10% -$109K 0.08% 143
2020
Q4 		$981K Buy
+12,842
New +$876K 0.13% 129

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

McKinley Carter Wealth Services's SLYG Position: Q4 2024 in Review

McKinley Carter Wealth Services sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2024, closing a stake of 2,555 shares — an estimated $238K sold.

McKinley Carter Wealth Services first reported a position in SLYG in Q4 2020 and held it in 16 quarters. The position peaked at $1.03M in Q2 2021. 476 funds tracked by Wall St. Rank hold SLYG as of Q4 2024.

  • McKinley Carter Wealth Services reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 2,555 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2024, an estimated $238K.
  • McKinley Carter Wealth Services first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2020 and held it in 16 quarters.
  • McKinley Carter Wealth Services's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.03M in Q2 2021.
  • 476 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2024, filed 23 Jan 2025.