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Orion Portfolio Solutions’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Orion Portfolio Solutions’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 		$897K Sell
10,806
-2,437
-18% -$218K 0.01% 1138
2024
Q4 		$1.2M Buy
13,243
+2,922
+28% +$276K 0.01% 950
2024
Q3 		$961K Buy
10,321
+1,575
+18% +$142K 0.01% 1058
2024
Q2 		$751K Buy
+8,746
New +$747K 0.01% 1112
2020
Q3 		– Sell
-206
Closed -$12K – 1783
2020
Q2 		$12K Hold
206
– – ﹤0.01% 1145
2020
Q1 		$10K Buy
+206
New +$12.2K ﹤0.01% 1075

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 $1.1B AUM 20.77% 1-Year Est. Return

Orion Portfolio Solutions's SLYG Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 18% in Q1 2025, selling an estimated $218K and leaving 10,806 shares worth $897K. The position accounts for 0.01% of the portfolio, ranked #1138.

Orion Portfolio Solutions first reported a position in SLYG in Q1 2020 and has held it in 6 quarters since. The position peaked at $1.2M in Q4 2024. 461 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

  • Orion Portfolio Solutions held 10,806 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $897K as of Q1 2025.
  • Orion Portfolio Solutions sold 2,437 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2025, an estimated $218K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1138 holding.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2020 and has held it in 6 quarters since.
  • Orion Portfolio Solutions's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.2M in Q4 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 Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.