Optimist Retirement Group’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 | $11.7M | Buy |
132,382
+1,218
| +0.9% | +$108K | 5.63% | 4 |
|
|
2025
Q1 | $10.9M | Buy |
131,164
+1,123
| +0.9% | +$93.2K | 5.45% | 4 |
|
|
2024
Q4 | $11.7M | Buy |
130,041
+4,419
| +4% | +$399K | 5.56% | 4 |
|
|
2024
Q3 | $11.7M | Buy |
125,622
+2,717
| +2% | +$253K | 5.28% | 4 |
|
|
2024
Q2 | $10.6M | Buy |
122,905
+868
| +0.7% | +$74.5K | 5.55% | 4 |
|
|
2024
Q1 | $10.6M | Buy |
122,037
+4,449
| +4% | +$388K | 5.47% | 4 |
|
|
2023
Q4 | $9.83M | Buy |
+117,588
| New | +$9.83M | 6.39% | 4 |
|