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

NWAM LLC’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
-20,652
Closed -$1.87M – 591
2024
Q4 		$1.87M Sell
20,652
-588
-3% -$55.6K 0.12% 175
2024
Q3 		$1.98M Buy
+21,240
New +$1.91M 0.12% 169

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 $982M AUM 15.11% 1-Year Est. Return

NWAM LLC's SLYG Position: Q1 2025 in Review

NWAM LLC sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2025, closing a stake of 20,652 shares — an estimated $1.87M sold.

NWAM LLC first reported a position in SLYG in Q3 2024 and held it in 2 quarters. The position peaked at $1.98M in Q3 2024. 461 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

  • NWAM LLC reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • NWAM LLC sold 20,652 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2025, an estimated $1.87M.
  • NWAM LLC first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2024 and held it in 2 quarters.
  • NWAM LLC's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.98M in Q3 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 NWAM LLC's 13F filing for Q1 2025, filed 5 May 2025.