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

Atlas Capital 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 Q4	–	Sell	-1	Closed	-$75	–	971
2022 Q3	$75	Hold	1	–	–	﹤0.01%	907
2022 Q2	$80	Hold	1	–	–	﹤0.01%	968
2022 Q1	$94	Hold	1	–	–	﹤0.01%	904
2021 Q4	$99	Hold	1	–	–	﹤0.01%	920
2021 Q3	$94	Hold	1	–	–	﹤0.01%	938
2021 Q2	$97	Hold	1	–	–	﹤0.01%	942
2021 Q1	$93	Buy	+1	New	+$91	﹤0.01%	787
2020 Q2	–	Sell	-115	Closed	-$5.57K	–	758
2020 Q1	$5.57K	Buy	115 +77	+203%	+$4.96K	﹤0.01%	615
2019 Q4	$2.75K	Hold	38	–	–	﹤0.01%	618
2019 Q3	$2.55K	Sell	38 -2	-5%	-$134	﹤0.01%	620
2019 Q2	$2.71K	Sell	40 -244	-86%	-$16.4K	﹤0.01%	637
2019 Q1	$2.67K	Buy	284 +192	+209%	+$12.7K	﹤0.01%	556
2018 Q4	$5.52K	Buy	+92	New	+$6.15K	﹤0.01%	538

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

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

CAG

Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 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

OIA

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Atlas Capital Advisors's SLY Position: Q4 2022 in Review

Atlas Capital Advisors 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 1 share — an estimated $75 sold.

Atlas Capital Advisors first reported a position in SLY in Q4 2018 and held it in 13 quarters. The position peaked at $5.57K in Q1 2020. 286 funds tracked by Wall St. Rank hold SLY as of Q4 2022.

Atlas Capital Advisors 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.
Atlas Capital Advisors sold 1 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) share in Q4 2022, an estimated $75.
Atlas Capital Advisors 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.
Atlas Capital Advisors's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $5.57K in Q1 2020.
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 Atlas Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.