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Sugarloaf Wealth Management’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Sugarloaf Wealth Management’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 		$3.04M Buy
33,687
+558
+2% +$52.7K 0.58% 31
2024
Q3 		$3.08M Sell
33,129
-1,191
-3% -$107K 0.58% 31
2024
Q2 		$2.95M Buy
34,320
+168
+0.5% +$14.4K 0.6% 33
2024
Q1 		$2.98M Buy
34,152
+34,092
+56,820% +$2.84M 0.62% 31
2023
Q4 		$5.03K Hold
60
– – ﹤0.01% 546
2023
Q3 		$4.41K Sell
60
-5
-8% -$385 ﹤0.01% 547
2023
Q2 		$5.03K Sell
65
-84
-56% -$6.14K ﹤0.01% 549
2023
Q1 		$11K Sell
149
-151
-50% -$11.4K ﹤0.01% 460
2022
Q4 		$21.7K Sell
300
-112,289
-100% -$8.27M 0.01% 397
2022
Q3 		$7.68M Buy
112,589
+2,644
+2% +$199K 1.97% 11
2022
Q2 		$7.75M Buy
+109,945
New +$8.35M 1.94% 11

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

Sugarloaf Wealth Management's SLYG Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 1.7% in Q4 2024, buying an estimated $52.7K and bringing the position to 33,687 shares worth $3.04M. The position accounts for 0.58% of the portfolio, ranked #31.

Sugarloaf Wealth Management first reported a position in SLYG in Q2 2022 and has held it in 11 quarters since. The position peaked at $7.75M in Q2 2022. 477 funds tracked by Wall St. Rank hold SLYG as of Q4 2024.

  • Sugarloaf Wealth Management held 33,687 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $3.04M as of Q4 2024.
  • Sugarloaf Wealth Management bought 558 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2024, an estimated $52.7K.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.58% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #31 holding.
  • Sugarloaf Wealth Management first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2022 and has held it in 11 quarters since.
  • Sugarloaf Wealth Management's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $7.75M in Q2 2022.
  • 477 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.