AA
SLY

Advisory Alpha’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Advisory Alpha’s Portfolio SLY Stock Details SLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,433
Closed -$228K – 281
2022
Q1 		$228K Buy
2,433
+70
+3% +$6.55K 0.01% 244
2021
Q4 		$235K Buy
2,363
+98
+4% +$9.69K 0.01% 244
2021
Q3 		$215K Hold
2,265
– – 0.01% 228
2021
Q2 		$221K Hold
2,265
– – 0.02% 178
2021
Q1 		$213K Buy
+2,265
New +$205K 0.02% 166
2020
Q4 		– Sell
-2,355
Closed -$152K – 733
2020
Q3 		$152K Sell
2,355
-4,310
-65% -$267K 0.03% 111
2020
Q2 		$438K Sell
6,665
-1,010
-13% -$55.1K 0.1% 63
2020
Q1 		$385K Sell
7,675
-530
-6% -$34.1K 0.11% 61
2019
Q4 		$594K Sell
8,205
-1,090
-12% -$75.8K 0.14% 63
2019
Q3 		$605K Sell
9,295
-295
-3% -$19.7K 0.18% 59
2019
Q2 		$641K Sell
9,590
-2,805
-23% -$188K 0.21% 56
2019
Q1 		$848K Buy
12,395
+50
+0.4% +$3.32K 0.31% 47
2018
Q4 		$827K Buy
+12,345
New +$826K 0.39% 38

Other funds holding SLY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Advisory Alpha's SLY Position: Q2 2022 in Review

Advisory Alpha sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2022, closing a stake of 2,433 shares — an estimated $228K sold.

Advisory Alpha first reported a position in SLY in Q4 2018 and held it in 13 quarters. The position peaked at $848K in Q1 2019. 267 funds tracked by Wall St. Rank hold SLY as of Q2 2022.

  • Advisory Alpha reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2022 after selling out during the quarter.
  • Advisory Alpha sold 2,433 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2022, an estimated $228K.
  • Advisory Alpha first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2018 and held it in 13 quarters.
  • Advisory Alpha's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $848K in Q1 2019.
  • 267 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q2 2022.

Based on Advisory Alpha's 13F filing for Q2 2022, filed 15 Jul 2022.