SLYG β€” SPDR S&P 600 Small Cap Growth

Ownership history in Kades & Cheifetz LLC  Β·  9 quarters on record

AI Ownership Summary

Kades & Cheifetz LLC reported SPDR S&P 600 Small Cap Growth (SLYG) in 9 quarterly 13F filings from 2023 Q3 through 2024 Q4. Peak portfolio weight reached 6.02% in 2023 Q4. The latest visible filing shows SLYG at 4.61% 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 Kades & Cheifetz LLC's position in SPDR S&P 600 Small Cap Growth, 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 4.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.02% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 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 Kades & Cheifetz LLC held SLYG β€” position size vs. price
% of Fund (quarterly)    SLYG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 99,730 -1,341 -1.3% 4.61% $9.0M 2025-02-14 (Est.) $91.93
2024 Q3 REDUCED 101,071 -760 -0.7% 5.39% $9.4M 2024-10-02 $90.49
2024 Q2 REDUCED 101,831 -125 -0.1% 5.50% $8.7M 2024-08-12 $85.51
2024 Q1 ADDED 101,956 +478 +0.5% 5.69% $8.9M 2024-05-06 $84.45
2023 Q4 REDUCED 101,478 -1,261 -1.2% 6.02% $8.5M 2024-01-30 $81.44
2023 Q3 REDUCED 102,739 -1,209 -1.2% 5.96% $7.5M 2023-10-30 $67.36
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Kades & Cheifetz LLC and SLYG

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

How long has Kades & Cheifetz LLC reported owning SLYG?

Kades & Cheifetz LLC reported SLYG across 6 quarterly 13F filings, from 2023 Q3 through 2024 Q4.

What was the largest reported SLYG position in Kades & Cheifetz LLC's portfolio?

The largest reported portfolio weight for SLYG was 6.02% in 2023 Q4.

What is the latest reported SLYG position on this page?

The most recent filing on this page is 2024 Q4, when Kades & Cheifetz LLC reported 99,730 shares, equal to 4.61% of portfolio, with an estimated market value of $9.0M.

What does the chart on this SLYG ownership page compare?

The chart compares Kades & Cheifetz LLC'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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