Moneta Group 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 | $2.81M | Buy |
31,606
+1,265
| +4% | +$112K | 0.03% | 188 |
|
|
2025
Q1 | $2.52M | Sell |
30,341
-898
| -3% | -$74.5K | 0.03% | 185 |
|
|
2024
Q4 | $2.82M | Sell |
31,239
-1,641
| -5% | -$148K | 0.04% | 177 |
|
|
2024
Q3 | $3.06M | Sell |
32,880
-4,246
| -11% | -$395K | 0.04% | 159 |
|
|
2024
Q2 | $3.19M | Sell |
37,126
-2,696
| -7% | -$231K | 0.05% | 150 |
|
|
2024
Q1 | $3.47M | Sell |
39,822
-8,576
| -18% | -$748K | 0.06% | 145 |
|
|
2023
Q4 | $4.05M | Sell |
48,398
-3,693
| -7% | -$309K | 0.08% | 128 |
|
|
2023
Q3 | $3.82M | Buy |
52,091
+222
| +0.4% | +$16.3K | 0.09% | 121 |
|
|
2023
Q2 | $3.99M | Buy |
51,869
+483
| +0.9% | +$37.2K | 0.09% | 119 |
|
|
2023
Q1 | $3.79M | Buy |
51,386
+5,878
| +13% | +$434K | 0.09% | 117 |
|
|
2022
Q4 | $3.53M | Sell |
45,508
-5,652
| -11% | -$438K | 0.1% | 116 |
|
|
2022
Q3 | $3.49M | Sell |
51,160
-4,613
| -8% | -$314K | 0.13% | 105 |
|
|
2022
Q2 | $3.93M | Buy |
55,773
+7,914
| +17% | +$558K | 0.13% | 105 |
|
|
2022
Q1 | $4.01M | Buy |
47,859
+4,883
| +11% | +$409K | 0.16% | 91 |
|
|
2021
Q4 | $3.99M | Buy |
42,976
+1,688
| +4% | +$157K | 0.16% | 94 |
|
|
2021
Q3 | $3.6M | Sell |
41,288
-66
| -0.2% | -$5.75K | 0.17% | 93 |
|
|
2021
Q2 | $3.67M | Buy |
41,354
+480
| +1% | +$42.6K | 0.17% | 99 |
|
|
2021
Q1 | $3.51M | Sell |
40,874
-19
| -0% | -$1.63K | 0.19% | 90 |
|
|
2020
Q4 | $3.12M | Buy |
40,893
+337
| +0.8% | +$25.7K | 0.22% | 80 |
|
|
2020
Q3 | $2.39M | Buy |
40,556
+3,096
| +8% | +$183K | 0.21% | 82 |
|
|
2020
Q2 | $2.13M | Buy |
37,460
+5,758
| +18% | +$327K | 0.2% | 83 |
|
|
2020
Q1 | $1.46M | Buy |
31,702
+10,918
| +53% | +$504K | 0.15% | 92 |
|
|
2019
Q4 | $1.34M | Buy |
20,784
+529
| +3% | +$34.1K | 0.11% | 104 |
|
|
2019
Q3 | $1.21M | Buy |
20,255
+1,227
| +6% | +$73.1K | 0.11% | 110 |
|
|
2019
Q2 | $1.16M | Buy |
+19,028
| New | +$1.16M | 0.11% | 108 |
|