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

Atria Investments’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	-13,526	Closed	-$1.02M	–	817
2022 Q3	$1.02M	Buy	+13,526	New	+$1.14M	0.02%	718
2022 Q2	–	Sell	-12,808	Closed	-$1.2M	–	909
2022 Q1	$1.2M	Sell	12,808 -7	-0.1%	-$655	0.02%	776
2021 Q4	$1.27M	Sell	12,815 -583	-4%	-$57.6K	0.02%	734
2021 Q3	$1.27M	Buy	+13,398	New	+$1.28M	0.02%	697
2015 Q4	–	Sell	-4,674	Closed	-$228K	–	425
2015 Q3	$228K	Buy	+4,674	New	+$243K	0.03%	310

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

Atria Investments's SLY Position: Q4 2022 in Review

Atria Investments 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 13,526 shares — an estimated $1.02M sold.

Atria Investments first reported a position in SLY in Q3 2015 and held it in 5 quarters. The position peaked at $1.27M in Q4 2021. 286 funds tracked by Wall St. Rank hold SLY as of Q4 2022.

Atria Investments 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.
Atria Investments sold 13,526 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q4 2022, an estimated $1.02M.
Atria Investments first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2015 and held it in 5 quarters.
Atria Investments's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.27M 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 Atria Investments's 13F filing for Q4 2022, filed 31 Jan 2023.