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

SWMG LLC’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 		– Sell
-6,542
Closed -$616K – 121
2024
Q4 		$616K Sell
6,542
-282
-4% -$26.7K 0.25% 63
2024
Q3 		$666K Sell
6,824
-5,514
-45% -$497K 0.28% 58
2024
Q2 		$1.06M Sell
12,338
-263
-2% -$22.5K 0.47% 38
2024
Q1 		$1.1M Buy
12,601
+2,851
+29% +$238K 0.49% 35
2023
Q4 		$815K Buy
9,750
+3,889
+66% +$292K 0.39% 47
2023
Q3 		$429K Buy
5,861
+246
+4% +$19K 0.23% 64
2023
Q2 		$432K Sell
5,615
-1,140
-17% -$83.3K 0.23% 50
2023
Q1 		$498K Buy
6,755
+2,649
+65% +$200K 0.28% 45
2022
Q4 		$297K Buy
+4,106
New +$302K 0.18% 64

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 $982M AUM 15.11% 1-Year Est. Return

SWMG LLC's SLYG Position: Q1 2025 in Review

SWMG LLC sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q1 2025, closing a stake of 6,542 shares — an estimated $616K sold.

SWMG LLC first reported a position in SLYG in Q4 2022 and held it in 9 quarters. The position peaked at $1.1M in Q1 2024. 461 funds tracked by Wall St. Rank hold SLYG as of Q1 2025.

  • SWMG LLC reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • SWMG LLC sold 6,542 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2025, an estimated $616K.
  • SWMG LLC first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q4 2022 and held it in 9 quarters.
  • SWMG LLC's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $1.1M in Q1 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 SWMG LLC's 13F filing for Q1 2025, filed 28 Apr 2025.