ACS
SLY

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

Archford Capital Strategies’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
Q4 		– Sell
-4,897
Closed -$371K – 298
2022
Q3 		$371K Hold
4,897
– – 0.1% 208
2022
Q2 		$392K Hold
4,897
– – 0.1% 203
2022
Q1 		$451K Hold
4,897
– – 0.1% 196
2021
Q4 		$487K Buy
4,897
+350
+8% +$34.6K 0.11% 191
2021
Q3 		$431K Buy
+4,547
New +$433K 0.1% 209

Other funds holding SLY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Archford Capital Strategies's SLY Position: Q4 2022 in Review

Archford Capital Strategies sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q4 2022, closing a stake of 4,897 shares — an estimated $371K sold.

Archford Capital Strategies first reported a position in SLY in Q3 2021 and held it in 5 quarters. The position peaked at $487K in Q4 2021. 286 funds tracked by Wall St. Rank hold SLY as of Q4 2022.

  • Archford Capital Strategies reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q4 2022 after selling out during the quarter.
  • Archford Capital Strategies sold 4,897 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2022, an estimated $371K.
  • Archford Capital Strategies first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2021 and held it in 5 quarters.
  • Archford Capital Strategies's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $487K in Q4 2021.
  • 286 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 Q4 2022.

Based on Archford Capital Strategies's 13F filing for Q4 2022, filed 26 Jan 2023.