ODG
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O'Dell Group’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

O'Dell Group’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
Q3 		$8.46M Sell
89,677
-188
-0.2% -$17.3K 1.81% 17
2025
Q2 		$7.98M Buy
89,865
+2,448
+3% +$205K 1.99% 17
2025
Q1 		$7.26M Sell
87,417
-3,602
-4% -$322K 1.88% 17
2024
Q4 		$8.22M Buy
91,019
+2,097
+2% +$198K 1.86% 17
2024
Q3 		$8.28M Buy
88,922
+5,870
+7% +$529K 1.84% 16
2024
Q2 		$7.24M Hold
83,052
– – 1.78% 16
2024
Q1 		$7.24M Buy
83,052
+82,551
+16,477% +$6.88M 1.78% 16
2023
Q4 		$41.9K Buy
+501
New +$37.6K 0.01% 222
2023
Q3 		– Sell
-501
Closed -$38.6K – 409
2023
Q2 		$38.6K Buy
+501
New +$36.6K 0.01% 219

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $376B 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 $431B 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 $1.82B AUM 16.79% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return