HBC Financial Services, PLLC SLYG SPDR S&P 600 Small Cap Growth ETF

Ownership history in HBC Financial Services, PLLC  ·  21 quarters on record

AI Ownership Summary

HBC Financial Services, PLLC reported SPDR S&P 600 Small Cap Growth ETF (SLYG) in 21 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.11% in 2024 Q2. The latest visible filing shows SLYG at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SLYG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBC Financial Services, PLLC's position in SPDR S&P 600 Small Cap Growth ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

SLYG was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HBC Financial Services, PLLC held SLYG — position size vs. price
% of Fund (quarterly)    SLYG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 UNCHANGED 1,840 0% 0.10% $166K 2025-02-14 (Est.) $91.93
2024 Q3 UNCHANGED 1,840 0% 0.10% $168K 2024-11-07 $96.02
2024 Q2 UNCHANGED 1,840 0% 0.11% $171K 2024-08-07 $84.19
2024 Q1 UNCHANGED 1,840 0% 0.10% $153K 2024-05-06 $84.45
2023 Q4 UNCHANGED 1,840 0% 0.10% $153K 2024-01-29 $81.62
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HBC Financial Services, PLLC and SLYG

These are the practical questions this page is built to answer before you even open the full history table.

How long has HBC Financial Services, PLLC reported owning SLYG?

HBC Financial Services, PLLC reported SLYG across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported SLYG position in HBC Financial Services, PLLC's portfolio?

The largest reported portfolio weight for SLYG was 0.11% in 2024 Q2.

What is the latest reported SLYG position on this page?

The most recent filing on this page is 2024 Q4, when HBC Financial Services, PLLC reported 1,840 shares, equal to 0.10% of portfolio, with an estimated market value of $166K.

What does the chart on this SLYG ownership page compare?

The chart compares HBC Financial Services, PLLC's quarterly SLYG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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