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

Oak Root 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
Q2 		– Sell
-25,994
Closed -$2.16M – 14
2025
Q1 		$2.16M Buy
25,994
+1,029
+4% +$91.9K 0.29% 13
2024
Q4 		$2.26M Buy
24,965
+3,432
+16% +$324K 0.29% 15
2024
Q3 		$2M Sell
21,533
-358
-2% -$32.3K 0.25% 15
2024
Q2 		$1.88M Sell
21,891
-81
-0.4% -$6.92K 0.25% 15
2024
Q1 		$1.92M Buy
21,972
+4,222
+24% +$352K 0.26% 15
2023
Q4 		$1.48M Buy
+17,750
New +$1.33M 0.22% 14

Other funds holding SLYG

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Oak Root LLC's SLYG Position: Q2 2025 in Review

Oak Root LLC sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q2 2025, closing a stake of 25,994 shares — an estimated $2.16M sold.

Oak Root LLC first reported a position in SLYG in Q4 2023 and held it in 6 quarters. The position peaked at $2.26M in Q4 2024. 483 funds tracked by Wall St. Rank hold SLYG as of Q2 2025.

  • Oak Root LLC reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Oak Root LLC sold 25,994 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q2 2025, an estimated $2.16M.
  • Oak Root LLC first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2023 and held it in 6 quarters.
  • Oak Root LLC's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $2.26M in Q4 2024.
  • 483 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q2 2025.

Based on Oak Root LLC's 13F filing for Q2 2025, filed 15 Jul 2025.