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

American Portfolios Advisors’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 Q3	$45.7K	Sell	603 -728	-55%	-$61.3K	﹤0.01%	1764
2022 Q2	$107K	Buy	1,331 +154	+13%	+$13.3K	﹤0.01%	1366
2022 Q1	$110K	Buy	1,177 +185	+19%	+$17.3K	﹤0.01%	1452
2021 Q4	$98.6K	Sell	992 -220	-18%	-$21.7K	﹤0.01%	1519
2021 Q3	$115K	Hold	1,212	–	–	﹤0.01%	1391
2021 Q2	$118K	Hold	1,212	–	–	﹤0.01%	1340
2021 Q1	$114K	Hold	1,212	–	–	0.01%	1264
2020 Q4	$96.4K	Hold	1,212	–	–	﹤0.01%	1172
2020 Q3	$73.8K	Hold	1,212	–	–	﹤0.01%	1190
2020 Q2	$71.5K	Sell	1,212 -1,574	-56%	-$85.9K	﹤0.01%	1156
2020 Q1	$135K	Sell	2,786 -72	-3%	-$4.63K	0.01%	785
2019 Q4	$207K	Sell	2,858 -870	-23%	-$60.5K	0.01%	735
2019 Q3	$251K	Hold	3,728	–	–	0.02%	632
2019 Q2	$252K	Buy	3,728 +1,574	+73%	+$106K	0.02%	615
2019 Q1	$144K	Hold	2,154	–	–	0.01%	742
2018 Q4	$129K	Sell	2,154 -144	-6%	-$9.63K	0.02%	653
2018 Q3	$173K	Hold	2,298	–	–	0.02%	633
2018 Q2	$166K	Hold	2,298	–	–	0.02%	625
2018 Q1	$153K	Buy	2,298 +2,080	+954%	+$140K	0.02%	618
2017 Q4	$14.5K	Buy	+218	New	+$14.4K	﹤0.01%	1446

Other funds holding SLY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

American Portfolios Advisors's SLY Position: Q3 2022 in Review

American Portfolios Advisors reduced its SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) stake by 55% in Q3 2022, selling an estimated $61.3K and leaving 603 shares worth $45.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1764.

American Portfolios Advisors first reported a position in SLY in Q4 2017 and has held it in 20 quarters since. The position peaked at $252K in Q2 2019. 260 funds tracked by Wall St. Rank hold SLY as of Q3 2022.

American Portfolios Advisors held 603 shares of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) worth $45.7K as of Q3 2022.
American Portfolios Advisors sold 728 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q3 2022, an estimated $61.3K.
SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1764 holding.
American Portfolios Advisors first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $252K in Q2 2019.
260 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 Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.