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

Steph & Co’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
2024
Q4 		– Sell
-126
Closed -$11.7K – 298
2024
Q3 		$11.7K Buy
+126
New +$11.4K ﹤0.01% 257

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return

Steph & Co's SLYG Position: Q4 2024 in Review

Steph & Co sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2024, closing a stake of 126 shares — an estimated $11.7K sold.

Steph & Co first reported a position in SLYG in Q3 2024 and held it in 1 quarter. The position peaked at $11.7K in Q3 2024. 476 funds tracked by Wall St. Rank hold SLYG as of Q4 2024.

  • Steph & Co reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Steph & Co sold 126 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2024, an estimated $11.7K.
  • Steph & Co first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Steph & Co's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $11.7K in Q3 2024.
  • 476 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2024.

Based on Steph & Co's 13F filing for Q4 2024, filed 14 Jan 2025.