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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$432K Hold
2025
Q2
$406K Hold
2025
Q1
$380K Hold
2024
Q4
$414K Sell
2024
Q3
$442K Hold
2024
Q2
$407K Hold
2024
Q1
$414K Sell
2023
Q4
$447K Sell
2023
Q3
$491K Hold
2023
Q2
$515K Sell
2023
Q1
$495K Buy
2022
Q4
$456K Hold
2022
Q3
$456K Buy
2022
Q2
$472K Buy
2022
Q1
$561K Hold
2021
Q4
$621K Sell
2021
Q3
$631K Sell
2021
Q2
$668K Hold
2021
Q1
$646K Hold
2020
Q4
$575K Hold
2020
Q3
$444K Hold
2020
Q2
$427K Buy