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

Tompkins Financial’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
-200
Closed -$18.6K – 586
2024
Q3 		$18.6K Hold
200
– – ﹤0.01% 424
2024
Q2 		$17.2K Hold
200
– – ﹤0.01% 447
2024
Q1 		$17.4K Hold
200
– – ﹤0.01% 451
2023
Q4 		$16.7K Hold
200
– – ﹤0.01% 442
2023
Q3 		$14.7K Sell
200
-100
-33% -$7.71K ﹤0.01% 437
2023
Q2 		$23.1K Hold
300
– – ﹤0.01% 402
2023
Q1 		$22.1K Buy
+300
New +$22.6K ﹤0.01% 412

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

Tompkins Financial's SLYG Position: Q4 2024 in Review

Tompkins Financial sold out of State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) in Q4 2024, closing a stake of 200 shares — an estimated $18.6K sold.

Tompkins Financial first reported a position in SLYG in Q1 2023 and held it in 7 quarters. The position peaked at $23.1K in Q2 2023. 476 funds tracked by Wall St. Rank hold SLYG as of Q4 2024.

  • Tompkins Financial reported no remaining State Street SPDR S&P 600 Small Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Tompkins Financial sold 200 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q4 2024, an estimated $18.6K.
  • Tompkins Financial first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q1 2023 and held it in 7 quarters.
  • Tompkins Financial's State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $23.1K in Q2 2023.
  • 476 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.