United Capital Financial Advisors’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $717K | Sell |
8,080
-1,104
| -12% | -$98K | 0.01% | 674 |
|
|
2025
Q1 | $762K | Hold |
9,184
| – | – | 0.01% | 625 |
|
|
2024
Q4 | $830K | Sell |
9,184
-40
| -0.4% | -$3.61K | 0.01% | 593 |
|
|
2024
Q3 | $859K | Sell |
9,224
-3
| -0% | -$279 | 0.01% | 581 |
|
|
2024
Q2 | $792K | Sell |
9,227
-107
| -1% | -$9.19K | 0.01% | 580 |
|
|
2024
Q1 | $814K | Sell |
9,334
-1,423
| -13% | -$124K | 0.01% | 610 |
|
|
2023
Q4 | $900K | Sell |
10,757
-13,693
| -56% | -$1.15M | 0.01% | 577 |
|
|
2023
Q3 | $1.79M | Sell |
24,450
-2,888
| -11% | -$212K | 0.01% | 437 |
|
|
2023
Q2 | $2.1M | Sell |
27,338
-2,494
| -8% | -$192K | 0.01% | 436 |
|
|
2023
Q1 | $2.2M | Sell |
29,832
-1,987
| -6% | -$147K | 0.01% | 435 |
|
|
2022
Q4 | $2.3M | Sell |
31,819
-2,468
| -7% | -$178K | 0.01% | 455 |
|
|
2022
Q3 | $2.34M | Sell |
34,287
-5,107
| -13% | -$348K | 0.01% | 447 |
|
|
2022
Q2 | $2.78M | Buy |
39,394
+5,515
| +16% | +$389K | 0.02% | 433 |
|
|
2022
Q1 | $2.84M | Sell |
33,879
-207
| -0.6% | -$17.4K | 0.01% | 454 |
|
|
2021
Q4 | $3.16M | Sell |
34,086
-730
| -2% | -$67.8K | 0.01% | 451 |
|
|
2021
Q3 | $3.03M | Sell |
34,816
-3,683
| -10% | -$321K | 0.02% | 458 |
|
|
2021
Q2 | $3.42M | Sell |
38,499
-45
| -0.1% | -$4K | 0.02% | 436 |
|
|
2021
Q1 | $3.31M | Sell |
38,544
-2,964
| -7% | -$254K | 0.02% | 418 |
|
|
2020
Q4 | $3.17M | Buy |
41,508
+3,158
| +8% | +$241K | 0.02% | 419 |
|
|
2020
Q3 | $2.26M | Sell |
38,350
-6,213
| -14% | -$367K | 0.01% | 470 |
|
|
2020
Q2 | $2.53M | Sell |
44,563
-1,734
| -4% | -$98.4K | 0.02% | 466 |
|
|
2020
Q1 | $2.14M | Buy |
46,297
+443
| +1% | +$20.5K | 0.02% | 476 |
|
|
2019
Q4 | $2.96M | Buy |
45,854
+5,294
| +13% | +$342K | 0.02% | 524 |
|
|
2019
Q3 | $2.42M | Buy |
40,560
+6,483
| +19% | +$386K | 0.02% | 551 |
|
|
2019
Q2 | $2.08M | Buy |
34,077
+1,916
| +6% | +$117K | 0.01% | 607 |
|
|
2019
Q1 | $1.92M | Buy |
32,161
+2,162
| +7% | +$129K | 0.01% | 595 |
|
|
2018
Q4 | $1.62M | Buy |
29,999
+911
| +3% | +$49.1K | 0.01% | 607 |
|
|
2018
Q3 | $1.96M | Sell |
29,088
-2,816
| -9% | -$190K | 0.01% | 620 |
|
|
2018
Q2 | $2.02M | Buy |
31,904
+1,208
| +4% | +$76.3K | 0.02% | 590 |
|
|
2018
Q1 | $1.79M | Buy |
+30,696
| New | +$1.79M | 0.01% | 621 |
|
|
2016
Q3 | – | Sell |
-5,656
| Closed | -$252K | – | 1307 |
|
|
2016
Q2 | $252K | Sell |
5,656
-4,880
| -46% | -$217K | ﹤0.01% | 1096 |
|
|
2016
Q1 | $455K | Sell |
10,536
-13,160
| -56% | -$568K | 0.01% | 905 |
|
|
2015
Q4 | $1.02M | Sell |
23,696
-28,032
| -54% | -$1.21M | 0.01% | 694 |
|
|
2015
Q3 | $2.25M | Sell |
51,728
-988
| -2% | -$43.1K | 0.03% | 507 |
|
|
2015
Q2 | $2.51M | Buy |
+52,716
| New | +$2.51M | 0.03% | 531 |
|